-37.0%
APP price history and return analytics
+10.5%
-47.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.6% | +9.6% |
| 7D | +71.2% | -2.3% | +73.5% | +72.0% |
| 30D | +39.1% | -5.0% | +44.0% | +47.1% |
| 3M | +16.5% | -4.9% | +21.4% | +23.2% |
| 6M | -16.6% | -1.5% | -15.0% | -16.9% |
| YTD | -41.9% | +8.5% | -50.4% | -50.6% |
| 1Y | -37.0% | +11.4% | -48.4% | -49.5% |
| All | -37.0% | +10.5% | -47.5% | -49.5% |
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