-32.0%
APP vs VO
+15.0%
-46.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.1% | +1.0% |
| 7D | +48.9% | +0.2% | +48.7% | +47.2% |
| 30D | +49.4% | +2.0% | +47.4% | +43.7% |
| 3M | +27.0% | -0.3% | +27.3% | +26.9% |
| 6M | -15.4% | +7.3% | -22.7% | -25.5% |
| YTD | -39.9% | +15.0% | -54.9% | -51.8% |
| 1Y | -32.0% | +14.7% | -46.7% | -44.7% |
| All | -32.0% | +15.0% | -46.9% | -44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling