+503.8%
APP price history and return analytics
+71.7%
+432.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.4% |
| 7D | +10.6% | +2.9% | +7.7% | +4.2% |
| 30D | +44.6% | -2.5% | +47.1% | +50.4% |
| 3M | +29.6% | -3.3% | +32.9% | +37.3% |
| 6M | -19.8% | +1.5% | -21.3% | -24.2% |
| YTD | -41.6% | +11.4% | -52.9% | -55.2% |
| 1Y | -32.7% | +11.9% | -44.6% | -48.8% |
| 3Y | +799.0% | +73.9% | +725.1% | +172.9% |
| 5Y | +250.4% | +57.9% | +192.5% | +40.9% |
| All | +503.8% | +71.7% | +432.1% | +113.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling