-84.4%
APPX price history and return analytics
+19.6%
-104.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.9% | +5.1% | +3.0% |
| 7D | +1.6% | -1.1% | +2.7% | +5.5% |
| 30D | +10.8% | -1.0% | +11.8% | +14.7% |
| 3M | -61.7% | +3.2% | -64.9% | -64.5% |
| 6M | -63.9% | +12.5% | -76.4% | -76.8% |
| YTD | -87.1% | +14.1% | -101.2% | -91.1% |
| 1Y | -84.4% | +18.9% | -103.3% | -89.6% |
| All | -84.4% | +19.6% | -104.1% | -89.6% |
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