+933.3%
APP price history and return analytics
+74.1%
+859.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | -0.5% |
| 7D | +79.2% | +0.4% | +78.8% | +73.6% |
| 30D | +48.0% | -2.6% | +50.6% | +54.2% |
| 3M | +18.2% | -3.2% | +21.5% | +24.9% |
| 6M | -12.5% | +0.9% | -13.4% | -16.4% |
| YTD | -39.2% | +11.3% | -50.5% | -53.9% |
| 1Y | -33.9% | +14.0% | -47.9% | -52.6% |
| 3Y | +933.3% | +75.8% | +857.4% | +154.5% |
| All | +933.3% | +74.1% | +859.2% | +154.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling