-15.4%
APP vs VTI
+3.8%
-19.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.1% | +1.8% |
| 7D | +48.9% | -0.7% | +49.7% | +48.1% |
| 30D | +49.4% | -1.9% | +51.4% | +52.6% |
| 3M | +27.0% | -1.4% | +28.4% | +28.7% |
| 6M | -15.4% | +3.5% | -18.9% | -18.9% |
| All | -15.4% | +3.8% | -19.2% | -18.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling