-76.2%
APPX vs VT
+5.0%
-81.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.1% | +1.7% | +19.4% | +16.2% |
| 7D | +5.4% | -0.3% | +5.7% | +7.5% |
| 30D | -11.5% | -1.4% | -10.0% | -7.2% |
| 3M | -64.5% | -1.4% | -63.1% | -62.5% |
| 6M | -76.2% | +5.5% | -81.7% | -71.6% |
| All | -76.2% | +5.0% | -81.1% | -71.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling