+21.2%
APPN vs VT
+13.3%
+7.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +2.3% |
| 7D | +7.6% | -0.7% | +8.3% | +7.7% |
| 30D | +37.7% | -1.7% | +39.4% | +38.2% |
| 3M | +50.9% | -2.3% | +53.2% | +51.7% |
| 6M | +161.1% | +1.5% | +159.6% | +161.1% |
| YTD | +51.3% | +12.0% | +39.3% | +45.0% |
| 1Y | +21.2% | +12.9% | +8.3% | +15.1% |
| All | +21.2% | +13.3% | +7.9% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling