+46.6%
APPS price history and return analytics
+11.9%
+34.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.7% |
| 7D | -26.7% | +2.4% | -29.0% | -28.7% |
| 30D | -20.1% | -1.5% | -18.6% | -17.4% |
| 3M | -39.7% | -4.1% | -35.6% | -35.2% |
| 6M | +84.7% | +0.6% | +84.2% | +88.3% |
| YTD | +52.2% | +11.0% | +41.2% | +37.6% |
| 1Y | +46.6% | +13.3% | +33.3% | +25.0% |
| All | +46.6% | +11.9% | +34.7% | +25.0% |
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