-77.4%
AAP vs VT
+53.4%
-130.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.7% | -5.7% |
| 7D | +0.9% | -2.3% | +3.2% | +3.5% |
| 30D | +11.1% | -5.0% | +16.0% | +17.1% |
| 3M | -21.0% | -4.9% | -16.1% | -16.7% |
| 6M | -20.8% | -1.5% | -19.3% | -19.7% |
| YTD | +18.2% | +8.5% | +9.7% | +8.5% |
| 1Y | -2.1% | +11.4% | -13.5% | -12.5% |
| 3Y | -14.6% | +70.1% | -84.7% | -49.6% |
| All | -77.4% | +53.4% | -130.9% | -85.1% |
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