+155.6%
APPN vs VT
+190.2%
-34.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -6.0% | -6.0% |
| 7D | -9.7% | +0.4% | -10.2% | -10.3% |
| 30D | +28.1% | +1.0% | +27.1% | +26.5% |
| 3M | +56.2% | +2.4% | +53.8% | +49.2% |
| 6M | +43.1% | +12.0% | +31.1% | +18.0% |
| YTD | +8.3% | +15.3% | -7.0% | -14.8% |
| 1Y | +28.2% | +22.6% | +5.7% | -8.6% |
| 3Y | -22.6% | +74.7% | -97.2% | -67.7% |
| 5Y | -66.3% | +66.1% | -132.4% | -83.8% |
| All | +155.6% | +190.2% | -34.5% | -45.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling