+250.4%
APP vs VTRS
+76.5%
+173.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.9% | -1.7% |
| 7D | +10.6% | +9.0% | +1.6% | +5.6% |
| 30D | +44.6% | +19.8% | +24.8% | +30.8% |
| 3M | +29.6% | +29.3% | +0.3% | +12.2% |
| 6M | -19.8% | +22.2% | -41.9% | -28.3% |
| YTD | -41.6% | +69.9% | -111.5% | -57.0% |
| 1Y | -32.7% | +94.4% | -127.1% | -54.3% |
| 3Y | +799.0% | +154.8% | +644.2% | +402.1% |
| 5Y | +250.4% | +80.8% | +169.6% | +115.2% |
| All | +250.4% | +76.5% | +173.8% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling