+806.0%
APPS price history and return analytics
+221.8%
+584.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.9% |
| 7D | -26.7% | +2.4% | -29.0% | -29.7% |
| 30D | -20.1% | -1.5% | -18.6% | -16.2% |
| 3M | -39.7% | -4.1% | -35.6% | -32.6% |
| 6M | +84.7% | +0.6% | +84.2% | +85.9% |
| YTD | +52.2% | +11.0% | +41.2% | +20.6% |
| 1Y | +46.6% | +13.3% | +33.3% | +11.1% |
| 3Y | +61.9% | +73.4% | -11.5% | -46.1% |
| 5Y | -89.1% | +57.4% | -146.5% | -94.9% |
| All | +806.0% | +221.8% | +584.2% | +59.2% |
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