+527.5%
APP vs VO
+54.9%
+472.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.6% | +3.1% | +1.5% | -1.3% |
| 30D | +56.0% | +2.2% | +53.8% | +47.2% |
| 3M | +30.8% | -2.5% | +33.3% | +35.4% |
| 6M | -9.8% | +7.0% | -16.8% | -22.5% |
| YTD | -39.3% | +14.0% | -53.3% | -53.8% |
| 1Y | -26.4% | +15.6% | -42.1% | -45.7% |
| 3Y | +887.9% | +66.2% | +821.8% | +271.5% |
| 5Y | +264.1% | +36.6% | +227.5% | +114.3% |
| All | +527.5% | +54.9% | +472.5% | +214.0% |
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