-59.5%
AAP vs VT
+214.8%
-274.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.1% | -1.1% |
| 7D | +5.2% | -4.2% | +9.4% | +9.9% |
| 30D | +17.4% | -5.8% | +23.2% | +24.5% |
| 3M | -18.8% | -5.2% | -13.5% | -14.2% |
| 6M | -14.5% | +0.1% | -14.7% | -14.8% |
| YTD | +25.0% | +8.2% | +16.8% | +15.8% |
| 1Y | +1.0% | +10.1% | -9.2% | -8.0% |
| 3Y | -10.5% | +69.7% | -80.1% | -45.9% |
| 5Y | -76.3% | +53.4% | -129.7% | -84.2% |
| All | -59.5% | +214.8% | -274.3% | -88.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling