-81.9%
APPX vs VT
+13.0%
-94.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.6% | +6.9% | +3.7% |
| 7D | +194.1% | +0.4% | +193.8% | +177.0% |
| 30D | +95.2% | -2.6% | +97.8% | +107.8% |
| 3M | +17.9% | -3.2% | +21.1% | +28.6% |
| 6M | -47.3% | +0.9% | -48.2% | -49.4% |
| YTD | -82.1% | +11.3% | -93.4% | -86.7% |
| All | -81.9% | +13.0% | -94.9% | -86.9% |
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