-55.4%
APP vs VSH
+62.1%
-117.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -5.1% | +15.8% | +11.2% |
| 7D | +4.5% | -13.6% | +18.2% | +5.9% |
| 30D | -3.6% | -30.4% | +26.7% | -1.0% |
| 3M | -35.3% | -33.3% | -2.0% | -33.6% |
| 6M | -42.8% | -15.1% | -27.7% | -43.8% |
| YTD | -59.7% | +80.2% | -139.9% | -65.6% |
| 1Y | -55.4% | +63.4% | -118.7% | -59.9% |
| All | -55.4% | +62.1% | -117.4% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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