+446.2%
APP vs VXUS
+47.4%
+398.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -3.7% | +34.7% | +37.3% |
| 7D | +39.7% | -3.4% | +43.1% | +46.3% |
| 30D | +27.7% | -5.8% | +33.6% | +40.0% |
| 3M | -14.8% | -6.4% | -8.3% | -5.5% |
| 6M | -25.5% | -2.5% | -23.0% | -25.0% |
| YTD | -47.2% | +7.9% | -55.0% | -56.6% |
| 1Y | -42.3% | +11.5% | -53.8% | -55.5% |
| 3Y | +806.8% | +63.4% | +743.4% | +237.3% |
| 5Y | +261.6% | +42.9% | +218.7% | +84.4% |
| All | +446.2% | +47.4% | +398.7% | +161.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling