+527.5%
APP price history and return analytics
+71.2%
+456.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.5% |
| 7D | +4.6% | +2.4% | +2.2% | -0.4% |
| 30D | +56.0% | -1.5% | +57.5% | +58.5% |
| 3M | +30.8% | -4.1% | +35.0% | +41.1% |
| 6M | -9.8% | +0.6% | -10.4% | -12.8% |
| YTD | -39.3% | +11.0% | -50.3% | -53.2% |
| 1Y | -26.4% | +13.3% | -39.8% | -45.7% |
| 3Y | +887.9% | +73.4% | +814.5% | +201.6% |
| 5Y | +264.1% | +57.4% | +206.7% | +47.2% |
| All | +527.5% | +71.2% | +456.3% | +122.9% |
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 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