-20.2%
APPS price history and return analytics
+346.0%
-366.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.1% |
| 7D | +17.0% | -2.3% | +19.3% | +19.9% |
| 30D | -2.4% | -5.0% | +2.6% | +3.7% |
| 3M | -27.3% | -4.9% | -22.4% | -22.6% |
| 6M | +160.8% | -1.5% | +162.3% | +168.4% |
| YTD | +107.6% | +8.5% | +99.1% | +91.7% |
| 1Y | +65.8% | +11.4% | +54.4% | +49.1% |
| 3Y | +107.2% | +70.1% | +37.1% | +30.4% |
| 5Y | -85.3% | +53.7% | -139.0% | -88.9% |
| 10Y | +1,496.9% | +220.0% | +1,277.0% | +757.9% |
| All | -20.2% | +346.0% | -366.2% | -48.8% |
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