+446.2%
APP vs VO
+50.5%
+395.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -3.5% | +34.5% | +37.8% |
| 7D | +39.7% | -3.3% | +43.0% | +46.9% |
| 30D | +27.7% | -1.8% | +29.6% | +30.2% |
| 3M | -14.8% | -3.4% | -11.4% | -10.3% |
| 6M | -25.5% | +3.0% | -28.5% | -31.3% |
| YTD | -47.2% | +10.7% | -57.9% | -57.5% |
| 1Y | -42.3% | +11.8% | -54.1% | -54.5% |
| 3Y | +806.8% | +60.4% | +746.4% | +265.9% |
| 5Y | +261.6% | +33.6% | +228.0% | +123.5% |
| All | +446.2% | +50.5% | +395.7% | +189.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling