+243.8%
APPN vs VT
+172.9%
+70.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.8% |
| 7D | +5.1% | -2.3% | +7.4% | +7.9% |
| 30D | +36.7% | -5.0% | +41.6% | +46.2% |
| 3M | +69.7% | -4.9% | +74.6% | +81.3% |
| 6M | +122.6% | -1.5% | +124.1% | +122.5% |
| YTD | +45.7% | +8.5% | +37.2% | +24.2% |
| 1Y | +34.5% | +11.4% | +23.1% | +10.1% |
| 3Y | +38.0% | +70.1% | -32.1% | -41.0% |
| 5Y | -43.1% | +53.7% | -96.9% | -69.8% |
| All | +243.8% | +172.9% | +70.9% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling