-44.5%
APP vs VTEB
+0.4%
-45.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +4.5% |
| 7D | +0.3% | -1.2% | +1.5% | +3.0% |
| 30D | -1.3% | -2.9% | +1.6% | +5.5% |
| 3M | -36.2% | -3.2% | -33.1% | -31.5% |
| 6M | -34.1% | -2.6% | -31.5% | -31.6% |
| YTD | -53.3% | -1.8% | -51.5% | -49.6% |
| 1Y | -44.5% | +0.2% | -44.8% | -39.6% |
| All | -44.5% | +0.4% | -45.0% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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