+261.6%
APP vs VT
+53.2%
+208.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -4.1% | +35.1% | +39.9% |
| 7D | +39.7% | -4.2% | +43.9% | +50.4% |
| 30D | +27.7% | -5.8% | +33.5% | +43.1% |
| 3M | -14.8% | -5.2% | -9.5% | -5.7% |
| 6M | -25.5% | +0.1% | -25.6% | -28.3% |
| YTD | -47.2% | +8.2% | -55.4% | -57.3% |
| 1Y | -42.3% | +10.1% | -52.4% | -55.1% |
| 3Y | +806.8% | +69.7% | +737.1% | +179.2% |
| 5Y | +261.6% | +53.4% | +208.3% | +57.1% |
| All | +261.6% | +53.2% | +208.4% | +57.1% |
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