+358.8%
APP vs VTV
+80.5%
+278.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -1.3% |
| 7D | +0.1% | +0.3% | -0.2% | -0.4% |
| 30D | -10.0% | +0.1% | -10.2% | -10.4% |
| 3M | -44.6% | +6.2% | -50.9% | -50.4% |
| 6M | -37.9% | +13.5% | -51.3% | -50.9% |
| YTD | -53.7% | +18.9% | -72.5% | -66.4% |
| 1Y | -43.0% | +25.8% | -68.8% | -62.8% |
| 3Y | +640.8% | +68.7% | +572.0% | +185.5% |
| 5Y | +358.8% | +80.3% | +278.5% | +69.5% |
| All | +358.8% | +80.5% | +278.4% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling