+653.5%
APP vs VO
+56.6%
+596.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.6% |
| 7D | +0.9% | -0.3% | +1.1% | +1.3% |
| 30D | -23.3% | -0.3% | -22.9% | -22.7% |
| 3M | -42.6% | +2.9% | -45.6% | -45.8% |
| 6M | -33.6% | +9.3% | -43.0% | -44.6% |
| YTD | -52.4% | +14.2% | -66.6% | -63.3% |
| 1Y | -35.9% | +15.3% | -51.1% | -51.5% |
| All | +653.5% | +56.6% | +596.9% | +236.7% |
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 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