-39.9%
APP vs VSH
+61.7%
-101.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.7% | +4.1% | +9.8% |
| 7D | +71.2% | -12.9% | +84.2% | +71.5% |
| 30D | +39.1% | -36.9% | +75.9% | +42.8% |
| 3M | +16.5% | -28.8% | +45.3% | +18.1% |
| 6M | -16.6% | -30.3% | +13.7% | -16.7% |
| YTD | -41.9% | +62.4% | -104.3% | -51.6% |
| All | -39.9% | +61.7% | -101.7% | -49.6% |
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