-45.3%
APP vs VTV
+25.5%
-70.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | -4.4% | -0.7% | -3.7% | -3.9% |
| 30D | -10.0% | -0.5% | -9.5% | -9.7% |
| 3M | -41.4% | +5.3% | -46.7% | -43.4% |
| 6M | -41.0% | +12.9% | -53.9% | -47.1% |
| YTD | -54.7% | +18.5% | -73.2% | -59.8% |
| 1Y | -45.3% | +25.3% | -70.6% | -54.1% |
| All | -45.3% | +25.5% | -70.9% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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