-78.6%
APPX vs VT
+13.3%
-91.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +2.3% |
| 7D | +107.5% | -0.7% | +108.2% | +103.5% |
| 30D | +99.5% | -1.7% | +101.2% | +108.1% |
| 3M | +36.5% | -2.3% | +38.8% | +45.4% |
| 6M | -50.6% | +1.5% | -52.1% | -53.1% |
| YTD | -82.6% | +12.0% | -94.6% | -87.3% |
| 1Y | -78.6% | +12.9% | -91.5% | -84.6% |
| All | -78.6% | +13.3% | -91.9% | -84.6% |
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