-79.1%
APPX price history and return analytics
+11.9%
-91.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -4.9% | -4.2% |
| 7D | +20.7% | +2.9% | +17.8% | +13.9% |
| 30D | +86.8% | -2.5% | +89.3% | +98.8% |
| 3M | +42.0% | -3.3% | +45.3% | +56.1% |
| 6M | -55.6% | +1.5% | -57.2% | -58.2% |
| YTD | -83.5% | +11.4% | -94.9% | -87.8% |
| 1Y | -79.1% | +11.9% | -91.0% | -84.6% |
| All | -79.1% | +11.9% | -91.0% | -84.6% |
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