-89.5%
APPS price history and return analytics
+58.5%
-148.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -4.1% |
| 7D | -24.5% | +2.9% | -27.4% | -29.7% |
| 30D | -29.5% | -2.5% | -27.0% | -22.7% |
| 3M | -41.2% | -3.3% | -37.8% | -33.7% |
| 6M | +88.6% | +1.5% | +87.1% | +82.6% |
| YTD | +46.0% | +11.4% | +34.6% | +2.8% |
| 1Y | +29.2% | +11.9% | +17.3% | -10.2% |
| 3Y | +53.7% | +73.9% | -20.2% | -71.9% |
| 5Y | -89.5% | +57.9% | -147.4% | -97.0% |
| All | -89.5% | +58.5% | -148.1% | -97.0% |
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 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