+933.3%
APP vs VTV
+76.7%
+856.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.0% | +2.8% | +2.1% |
| 7D | +79.2% | -0.5% | +79.7% | +78.2% |
| 30D | +48.0% | +3.1% | +44.9% | +39.1% |
| 3M | +18.2% | +1.8% | +16.4% | +13.2% |
| 6M | -12.5% | +10.9% | -23.4% | -27.4% |
| YTD | -39.2% | +20.9% | -60.0% | -56.8% |
| 1Y | -33.9% | +24.6% | -58.5% | -55.7% |
| 3Y | +933.3% | +78.6% | +854.7% | +213.7% |
| All | +933.3% | +76.7% | +856.6% | +213.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling