-48.4%
APPX price history and return analytics
+43.0%
-91.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -3.2% |
| 7D | -0.2% | +1.0% | -1.2% | -4.1% |
| 30D | -20.8% | -0.2% | -20.6% | -20.1% |
| 3M | -74.4% | +4.5% | -79.0% | -77.8% |
| 6M | -71.8% | +14.1% | -85.9% | -83.9% |
| YTD | -88.0% | +14.8% | -102.7% | -92.6% |
| 1Y | -84.2% | +21.2% | -105.4% | -92.4% |
| All | -48.4% | +43.0% | -91.3% | -90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling