-83.2%
APPS vs VT
+66.2%
-149.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | -3.4% | +0.4% | -3.9% | -4.4% |
| 30D | -18.7% | +1.0% | -19.7% | -20.8% |
| 3M | +14.9% | +2.4% | +12.5% | +6.9% |
| 6M | +149.7% | +12.0% | +137.6% | +75.1% |
| YTD | +114.2% | +15.3% | +98.9% | +34.3% |
| 1Y | +152.6% | +22.6% | +130.0% | +32.0% |
| 3Y | +21.2% | +74.7% | -53.5% | -77.8% |
| All | -83.2% | +66.2% | -149.4% | -95.8% |
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 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