-25.5%
APP vs VLTO
+32.7%
-58.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -0.4% | +31.4% | +30.9% |
| 7D | +39.7% | +12.0% | +27.7% | +43.1% |
| 30D | +27.7% | +20.8% | +6.9% | +30.6% |
| 3M | -14.8% | +20.1% | -34.9% | -13.2% |
| 6M | -25.5% | +32.6% | -58.1% | -23.4% |
| All | -25.5% | +32.7% | -58.2% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling