+250.4%
APP vs VTEB
+2.8%
+247.6%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -0.7% |
| 7D | +10.6% | -0.7% | +11.3% | +12.7% |
| 30D | +44.6% | +2.7% | +41.9% | +36.5% |
| 3M | +29.6% | -1.2% | +30.8% | +34.5% |
| 6M | -19.8% | -1.0% | -18.8% | -17.0% |
| YTD | -41.6% | -0.2% | -41.4% | -40.8% |
| 1Y | -32.7% | +0.1% | -32.8% | -32.2% |
| 3Y | +799.0% | +10.8% | +788.2% | +578.5% |
| 5Y | +250.4% | +2.9% | +247.5% | +200.6% |
| All | +250.4% | +2.8% | +247.6% | +200.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling