+391.7%
APP vs VXUS
+61.0%
+330.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +1.3% |
| 7D | +0.9% | +1.0% | -0.1% | -1.0% |
| 30D | -23.3% | +2.2% | -25.5% | -26.2% |
| 3M | -42.6% | +3.0% | -45.6% | -46.0% |
| 6M | -33.6% | +10.7% | -44.3% | -46.7% |
| YTD | -52.4% | +17.8% | -70.3% | -66.1% |
| 1Y | -35.9% | +27.6% | -63.5% | -60.9% |
| 3Y | +642.2% | +73.3% | +568.9% | +154.1% |
| 5Y | +311.1% | +54.3% | +256.7% | +82.6% |
| All | +391.7% | +61.0% | +330.6% | +104.5% |
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