+892.4%
APP vs VO
+60.2%
+832.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +10.0% | +10.1% |
| 7D | +71.2% | -2.6% | +73.8% | +76.2% |
| 30D | +39.1% | -0.9% | +40.0% | +38.8% |
| 3M | +16.5% | -3.0% | +19.6% | +21.0% |
| 6M | -16.6% | +2.2% | -18.8% | -22.0% |
| YTD | -41.9% | +10.6% | -52.5% | -53.5% |
| 1Y | -37.0% | +12.5% | -49.5% | -51.3% |
| 3Y | +892.4% | +61.4% | +831.1% | +296.4% |
| All | +892.4% | +60.2% | +832.3% | +296.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling