-84.4%
APPS price history and return analytics
+57.4%
-141.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.6% | +6.3% | +1.2% |
| 7D | +33.6% | +0.4% | +33.2% | +31.1% |
| 30D | +8.3% | -2.6% | +10.9% | +17.9% |
| 3M | -21.2% | -3.2% | -18.0% | -12.4% |
| 6M | +179.7% | +0.9% | +178.8% | +172.9% |
| YTD | +126.0% | +11.3% | +114.7% | +57.7% |
| 1Y | +88.6% | +14.0% | +74.6% | +22.0% |
| 3Y | +134.0% | +75.8% | +58.1% | -59.3% |
| 5Y | -84.4% | +57.8% | -142.3% | -95.5% |
| All | -84.4% | +57.4% | -141.8% | -95.5% |
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 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