+295.9%
APP vs VTI
+63.6%
+232.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.5% | +2.3% | -0.4% |
| 7D | +79.2% | +0.2% | +78.9% | +74.0% |
| 30D | +48.0% | -2.9% | +50.9% | +54.9% |
| 3M | +18.2% | -2.6% | +20.8% | +22.9% |
| 6M | -12.5% | +2.8% | -15.3% | -19.0% |
| YTD | -39.2% | +11.6% | -50.7% | -52.5% |
| 1Y | -33.9% | +13.6% | -47.5% | -50.2% |
| 3Y | +933.3% | +79.9% | +853.4% | +211.6% |
| 5Y | +295.9% | +64.3% | +231.6% | +60.7% |
| All | +295.9% | +63.6% | +232.3% | +60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling