-39.3%
APP price history and return analytics
+12.5%
-51.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -3.0% |
| 7D | +61.1% | -0.1% | +61.2% | +57.8% |
| 30D | +42.8% | -3.1% | +45.8% | +47.8% |
| 3M | +16.7% | -3.5% | +20.2% | +21.7% |
| 6M | -15.6% | +0.5% | -16.1% | -17.5% |
| YTD | -41.3% | +10.8% | -52.1% | -50.7% |
| 1Y | -39.3% | +11.9% | -51.2% | -50.0% |
| All | -39.3% | +12.5% | -51.8% | -50.0% |
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