-39.3%
APP vs VTI
+12.1%
-51.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.2% | -3.0% |
| 7D | +61.1% | -0.4% | +61.5% | +57.5% |
| 30D | +42.8% | -3.2% | +46.0% | +49.6% |
| 3M | +16.7% | -2.9% | +19.6% | +21.4% |
| 6M | -15.6% | +2.4% | -18.0% | -21.9% |
| YTD | -41.3% | +11.2% | -52.5% | -53.7% |
| 1Y | -39.3% | +11.6% | -50.9% | -52.3% |
| All | -39.3% | +12.1% | -51.4% | -52.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling