-90.3%
APPX price history and return analytics
+15.2%
-105.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.1% | +1.7% | +19.4% | +14.8% |
| 7D | +5.4% | -0.3% | +5.7% | +8.7% |
| 30D | -11.5% | -1.4% | -10.0% | -4.8% |
| 3M | -64.5% | -1.4% | -63.1% | -61.5% |
| 6M | -76.2% | +5.5% | -81.7% | -80.2% |
| YTD | -91.6% | +12.8% | -104.4% | -93.8% |
| 1Y | -90.3% | +15.4% | -105.7% | -93.4% |
| All | -90.3% | +15.2% | -105.5% | -93.4% |
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