+506.6%
APP vs VTI
+84.8%
+421.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.2% | -2.8% |
| 7D | +61.1% | -0.4% | +61.5% | +58.8% |
| 30D | +42.8% | -3.2% | +46.0% | +50.5% |
| 3M | +16.7% | -2.9% | +19.6% | +22.0% |
| 6M | -15.6% | +2.4% | -18.0% | -21.1% |
| YTD | -41.3% | +11.2% | -52.5% | -53.5% |
| 1Y | -39.3% | +11.6% | -50.9% | -52.1% |
| 3Y | +803.2% | +76.6% | +726.6% | +192.9% |
| 5Y | +313.2% | +65.3% | +247.9% | +64.5% |
| All | +506.6% | +84.8% | +421.8% | +105.9% |
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 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