-37.0%
APP vs VUG
+0.3%
-37.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +8.7% |
| 7D | +71.2% | -3.4% | +74.6% | +74.5% |
| 30D | +39.1% | -11.1% | +50.2% | +65.7% |
| 3M | +16.5% | -7.2% | +23.8% | +28.1% |
| 6M | -16.6% | -4.1% | -12.4% | -14.2% |
| YTD | -41.9% | +1.4% | -43.3% | -44.5% |
| 1Y | -37.0% | +1.9% | -38.9% | -40.1% |
| All | -37.0% | +0.3% | -37.4% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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