-49.9%
APPN vs VT
+57.4%
-107.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -5.0% |
| 7D | +4.9% | +0.4% | +4.6% | +3.2% |
| 30D | +27.6% | -2.6% | +30.2% | +31.9% |
| 3M | +47.7% | -3.2% | +50.9% | +54.0% |
| 6M | +133.3% | +0.9% | +132.4% | +123.8% |
| YTD | +44.4% | +11.3% | +33.1% | +14.8% |
| 1Y | +27.0% | +14.0% | +13.0% | -3.5% |
| 3Y | +43.6% | +75.8% | -32.2% | -53.5% |
| 5Y | -49.9% | +57.8% | -107.7% | -77.3% |
| All | -49.9% | +57.4% | -107.2% | -77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling