-45.6%
APPX vs VT
+43.7%
-89.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.2% |
| 7D | +0.9% | +0.4% | +0.5% | -1.0% |
| 30D | -46.2% | +1.0% | -47.2% | -47.9% |
| 3M | -72.8% | +2.4% | -75.2% | -74.6% |
| 6M | -68.0% | +12.0% | -80.0% | -79.9% |
| YTD | -87.3% | +15.3% | -102.7% | -92.3% |
| 1Y | -80.3% | +22.6% | -102.9% | -91.0% |
| All | -45.6% | +43.7% | -89.3% | -89.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling