-40.3%
APPS price history and return analytics
+360.7%
-401.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.1% | +5.9% | +5.8% |
| 7D | -18.7% | -0.7% | -18.0% | -17.8% |
| 30D | -26.6% | -1.7% | -24.8% | -24.4% |
| 3M | -40.5% | -2.3% | -38.2% | -38.2% |
| 6M | +94.5% | +1.5% | +93.0% | +94.5% |
| YTD | +55.2% | +12.0% | +43.2% | +39.0% |
| 1Y | +28.5% | +12.9% | +15.6% | +14.4% |
| 3Y | +63.4% | +74.9% | -11.6% | +0.1% |
| 5Y | -88.9% | +59.9% | -148.8% | -91.9% |
| 10Y | +894.9% | +224.6% | +670.2% | +421.9% |
| All | -40.3% | +360.7% | -401.0% | -62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling