+1,406.7%
APPS price history and return analytics
+223.7%
+1,183.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.6% | +6.3% | +3.1% |
| 7D | +33.6% | +0.4% | +33.2% | +32.0% |
| 30D | +8.3% | -2.6% | +10.9% | +15.8% |
| 3M | -21.2% | -3.2% | -18.0% | -14.3% |
| 6M | +179.7% | +0.9% | +178.8% | +177.3% |
| YTD | +126.0% | +11.3% | +114.7% | +76.9% |
| 1Y | +88.6% | +14.0% | +74.6% | +40.1% |
| 3Y | +134.0% | +75.8% | +58.1% | -25.0% |
| 5Y | -84.4% | +57.8% | -142.3% | -92.8% |
| 10Y | +1,406.7% | +219.8% | +1,186.9% | +203.5% |
| All | +1,406.7% | +223.7% | +1,183.0% | +203.5% |
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 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