+260.0%
APPN vs VT
+172.3%
+87.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -4.1% | +12.5% | +14.4% |
| 7D | +7.1% | -4.2% | +11.2% | +13.1% |
| 30D | +45.0% | -5.8% | +50.8% | +57.2% |
| 3M | +80.3% | -5.2% | +85.6% | +93.8% |
| 6M | +137.8% | +0.1% | +137.7% | +131.7% |
| YTD | +52.5% | +8.2% | +44.3% | +30.5% |
| 1Y | +84.2% | +10.1% | +74.1% | +52.9% |
| 3Y | +35.4% | +69.7% | -34.2% | -41.8% |
| 5Y | -40.4% | +53.4% | -93.8% | -68.3% |
| All | +260.0% | +172.3% | +87.7% | -15.8% |
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