-32.0%
APP vs VT
+13.3%
-45.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +1.0% |
| 7D | +48.9% | -0.7% | +49.6% | +48.3% |
| 30D | +49.4% | -1.7% | +51.2% | +52.3% |
| 3M | +27.0% | -2.3% | +29.3% | +30.7% |
| 6M | -15.4% | +1.5% | -16.9% | -18.2% |
| YTD | -39.9% | +12.0% | -52.0% | -50.3% |
| 1Y | -32.0% | +12.9% | -44.8% | -44.5% |
| All | -32.0% | +13.3% | -45.2% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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