+391.7%
APP vs VTI
+89.4%
+302.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.9% |
| 7D | +0.9% | +0.1% | +0.8% | +0.6% |
| 30D | -23.3% | 0.0% | -23.3% | -23.3% |
| 3M | -42.6% | +2.0% | -44.6% | -44.9% |
| 6M | -33.6% | +13.0% | -46.6% | -49.1% |
| YTD | -52.4% | +13.9% | -66.4% | -63.6% |
| 1Y | -35.9% | +20.0% | -55.9% | -56.0% |
| 3Y | +642.2% | +75.8% | +566.4% | +147.9% |
| 5Y | +311.1% | +73.8% | +237.2% | +51.5% |
| All | +391.7% | +89.4% | +302.3% | +61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling