+522.8%
APP vs VT
+73.6%
+449.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.2% |
| 7D | -6.6% | -1.6% | -5.0% | -2.8% |
| 30D | -8.5% | -2.5% | -6.0% | -2.6% |
| 3M | -39.6% | -1.3% | -38.3% | -37.4% |
| 6M | -46.6% | +3.1% | -49.7% | -50.7% |
| YTD | -63.6% | +10.9% | -74.5% | -71.5% |
| 1Y | -61.2% | +12.1% | -73.2% | -70.3% |
| All | +522.8% | +73.6% | +449.2% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling