+500.0%
APP vs VO
+50.3%
+449.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +10.0% | +10.1% |
| 7D | +71.2% | -2.6% | +73.8% | +76.8% |
| 30D | +39.1% | -0.9% | +40.0% | +39.3% |
| 3M | +16.5% | -3.0% | +19.6% | +21.4% |
| 6M | -16.6% | +2.2% | -18.8% | -21.8% |
| YTD | -41.9% | +10.6% | -52.5% | -53.2% |
| 1Y | -37.0% | +12.5% | -49.5% | -51.0% |
| 3Y | +892.4% | +61.4% | +831.1% | +295.4% |
| 5Y | +297.3% | +33.4% | +263.9% | +146.1% |
| All | +500.0% | +50.3% | +449.8% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling