+1.0%
AAP vs VT
+10.7%
-9.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.1% | -0.5% |
| 7D | +5.2% | -4.2% | +9.4% | +10.5% |
| 30D | +17.4% | -5.8% | +23.2% | +25.6% |
| 3M | -18.8% | -5.2% | -13.5% | -13.5% |
| 6M | -14.5% | +0.1% | -14.7% | -15.6% |
| YTD | +25.0% | +8.2% | +16.8% | +8.5% |
| 1Y | +1.0% | +10.1% | -9.2% | -13.9% |
| All | +1.0% | +10.7% | -9.7% | -13.9% |
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 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