-26.4%
APP vs VTRS
+96.7%
-123.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +3.6% |
| 7D | +4.6% | +4.6% | 0.0% | +2.4% |
| 30D | +56.0% | +19.4% | +36.7% | +43.8% |
| 3M | +30.8% | +30.8% | +0.1% | +15.7% |
| 6M | -9.8% | +21.6% | -31.4% | -16.7% |
| YTD | -39.3% | +71.2% | -110.5% | -48.1% |
| 1Y | -26.4% | +97.6% | -124.0% | -38.5% |
| All | -26.4% | +96.7% | -123.1% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling