+7.8%
AAP vs VT
+15.2%
-7.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +4.8% |
| 7D | +11.3% | -0.3% | +11.6% | +11.7% |
| 30D | +28.8% | -1.4% | +30.2% | +30.8% |
| 3M | -13.2% | -1.4% | -11.8% | -11.7% |
| 6M | -10.6% | +5.5% | -16.1% | -17.1% |
| YTD | +31.9% | +12.8% | +19.0% | +9.0% |
| 1Y | +7.8% | +15.4% | -7.7% | -13.0% |
| All | +7.8% | +15.2% | -7.5% | -13.0% |
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 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