-37.1%
APP vs VUG
+3.5%
-40.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.8% | +2.0% | +1.3% |
| 7D | +79.2% | +0.5% | +78.7% | +72.5% |
| 30D | +48.0% | -8.2% | +56.2% | +68.7% |
| 3M | +18.2% | -5.4% | +23.7% | +27.4% |
| 6M | -12.5% | -2.5% | -9.9% | -10.8% |
| YTD | -39.2% | +4.2% | -43.3% | -43.6% |
| All | -37.1% | +3.5% | -40.5% | -39.5% |
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