+836.3%
APP vs VO
+66.9%
+769.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.7% | +2.1% | -0.1% |
| 7D | +79.2% | -0.1% | +79.3% | +76.5% |
| 30D | +48.0% | +0.5% | +47.5% | +44.4% |
| 3M | +18.2% | -1.0% | +19.2% | +18.5% |
| 6M | -12.5% | +6.4% | -18.9% | -24.1% |
| YTD | -39.2% | +13.6% | -52.7% | -53.4% |
| 1Y | -33.9% | +14.5% | -48.3% | -50.1% |
| All | +836.3% | +66.9% | +769.3% | +280.7% |
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