+358.8%
APP vs VTI
+73.8%
+285.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.4% |
| 7D | +0.1% | +0.6% | -0.6% | -1.4% |
| 30D | -10.0% | -1.1% | -8.9% | -7.9% |
| 3M | -44.6% | +3.9% | -48.5% | -48.9% |
| 6M | -37.9% | +14.6% | -52.5% | -54.1% |
| YTD | -53.7% | +13.3% | -67.0% | -64.3% |
| 1Y | -43.0% | +19.2% | -62.1% | -60.6% |
| 3Y | +640.8% | +77.4% | +563.4% | +136.5% |
| 5Y | +358.8% | +74.0% | +284.8% | +71.0% |
| All | +358.8% | +73.8% | +285.0% | +71.0% |
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