+252.4%
APP price history and return analytics
+59.8%
+192.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | -0.1% |
| 7D | +48.9% | -0.7% | +49.6% | +47.7% |
| 30D | +49.4% | -1.7% | +51.2% | +52.9% |
| 3M | +27.0% | -2.3% | +29.3% | +31.4% |
| 6M | -15.4% | +1.5% | -16.9% | -20.1% |
| YTD | -39.9% | +12.0% | -52.0% | -54.9% |
| 1Y | -32.0% | +12.9% | -44.8% | -49.5% |
| 3Y | +824.3% | +74.9% | +749.4% | +167.7% |
| 5Y | +252.4% | +59.9% | +192.5% | +37.9% |
| All | +252.4% | +59.8% | +192.7% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling