+298.1%
APP vs VXUS
+45.4%
+252.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +4.0% |
| 7D | +4.6% | +2.1% | +2.4% | +1.0% |
| 30D | +56.0% | -1.1% | +57.2% | +57.3% |
| 3M | +30.8% | -5.6% | +36.5% | +43.3% |
| 6M | -9.8% | -2.3% | -7.5% | -8.2% |
| YTD | -39.3% | +10.4% | -49.6% | -52.2% |
| 1Y | -26.4% | +13.1% | -39.5% | -44.7% |
| 3Y | +887.9% | +68.0% | +819.9% | +240.1% |
| All | +298.1% | +45.4% | +252.7% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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