+887.9%
APP vs VNQ
+44.6%
+843.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.6% | +0.8% | +3.8% | +4.0% |
| 30D | +56.0% | +6.8% | +49.3% | +47.5% |
| 3M | +30.8% | -1.3% | +32.1% | +31.7% |
| 6M | -9.8% | +2.4% | -12.2% | -12.3% |
| YTD | -39.3% | +12.1% | -51.4% | -46.2% |
| 1Y | -26.4% | +12.0% | -38.4% | -34.8% |
| 3Y | +887.9% | +44.8% | +843.1% | +585.4% |
| All | +887.9% | +44.6% | +843.3% | +585.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling