+329.1%
APP vs VTEB
+1.5%
+327.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -0.9% |
| 7D | -4.4% | -0.7% | -3.7% | -2.7% |
| 30D | -10.0% | -2.1% | -7.9% | -5.4% |
| 3M | -41.4% | -2.7% | -38.8% | -37.4% |
| 6M | -41.0% | -2.1% | -38.9% | -37.7% |
| YTD | -54.7% | -1.1% | -53.6% | -53.4% |
| 1Y | -45.3% | +1.3% | -46.7% | -47.0% |
| 3Y | +624.3% | +9.0% | +615.3% | +472.9% |
| 5Y | +329.1% | +1.5% | +327.6% | +271.5% |
| All | +329.1% | +1.5% | +327.6% | +271.5% |
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