+333.0%
APP vs VT
+66.2%
+266.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.3% |
| 7D | +0.9% | +0.4% | +0.4% | -0.2% |
| 30D | -23.3% | +1.0% | -24.2% | -24.9% |
| 3M | -42.6% | +2.4% | -45.0% | -45.8% |
| 6M | -33.6% | +12.0% | -45.6% | -49.8% |
| YTD | -52.4% | +15.3% | -67.8% | -65.9% |
| 1Y | -35.9% | +22.6% | -58.5% | -60.2% |
| 3Y | +642.2% | +74.7% | +567.5% | +119.8% |
| All | +333.0% | +66.2% | +266.8% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling