-75.1%
AAP vs VT
+66.2%
-141.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +3.0% | +0.4% | +2.5% | +2.5% |
| 30D | -25.8% | +1.0% | -26.8% | -26.5% |
| 3M | -20.6% | +2.4% | -23.0% | -22.6% |
| 6M | -12.9% | +12.0% | -25.0% | -22.7% |
| YTD | +14.1% | +15.3% | -1.2% | -1.6% |
| 1Y | -25.0% | +22.6% | -47.5% | -39.1% |
| 3Y | -30.6% | +74.7% | -105.3% | -60.1% |
| All | -75.1% | +66.2% | -141.2% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling