+75.3%
APPS price history and return analytics
+10.1%
+65.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.0% |
| 7D | +17.0% | -2.3% | +19.3% | +20.6% |
| 30D | -2.4% | -5.0% | +2.6% | +5.9% |
| 3M | -27.3% | -4.9% | -22.4% | -20.9% |
| 6M | +160.8% | -1.5% | +162.3% | +172.8% |
| YTD | +107.6% | +8.5% | +99.1% | +89.6% |
| All | +75.3% | +10.1% | +65.2% | +55.7% |
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