+329.1%
APP vs VNQ
+5.0%
+324.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.0% |
| 7D | -4.4% | -0.9% | -3.5% | -3.4% |
| 30D | -10.0% | -2.2% | -7.8% | -7.7% |
| 3M | -41.4% | -1.9% | -39.5% | -40.3% |
| 6M | -41.0% | +3.2% | -44.3% | -44.1% |
| YTD | -54.7% | +9.4% | -64.1% | -60.4% |
| 1Y | -45.3% | +7.5% | -52.9% | -51.3% |
| 3Y | +624.3% | +31.1% | +593.2% | +387.7% |
| 5Y | +329.1% | +6.6% | +322.6% | +315.3% |
| All | +329.1% | +5.0% | +324.2% | +315.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling