+391.7%
APP vs VTEB
+3.0%
+388.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.1% |
| 7D | +0.9% | -0.8% | +1.6% | +2.7% |
| 30D | -23.3% | -1.3% | -21.9% | -20.7% |
| 3M | -42.6% | -2.1% | -40.5% | -39.5% |
| 6M | -33.6% | -1.7% | -31.9% | -30.7% |
| YTD | -52.4% | -0.6% | -51.9% | -51.7% |
| 1Y | -35.9% | +3.1% | -39.0% | -40.2% |
| 3Y | +642.2% | +9.2% | +633.0% | +486.8% |
| 5Y | +311.1% | +2.2% | +308.9% | +249.9% |
| All | +391.7% | +3.0% | +388.7% | +264.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling