+367.9%
APP vs VTI
+87.3%
+280.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.1% |
| 7D | -4.4% | -0.4% | -4.0% | -3.7% |
| 30D | -10.0% | -1.6% | -8.4% | -6.8% |
| 3M | -41.4% | +3.6% | -45.0% | -45.5% |
| 6M | -41.0% | +13.0% | -54.0% | -54.8% |
| YTD | -54.7% | +12.7% | -67.4% | -64.5% |
| 1Y | -45.3% | +18.4% | -63.7% | -61.4% |
| 3Y | +624.3% | +76.4% | +547.8% | +140.4% |
| 5Y | +329.1% | +73.7% | +255.4% | +60.4% |
| All | +367.9% | +87.3% | +280.6% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling