+53.0%
AAP vs VT
+363.9%
-310.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +5.4% |
| 7D | +11.3% | -0.3% | +11.6% | +11.6% |
| 30D | +28.8% | -1.4% | +30.2% | +30.2% |
| 3M | -13.2% | -1.4% | -11.8% | -12.2% |
| 6M | -10.6% | +5.5% | -16.1% | -14.3% |
| YTD | +31.9% | +12.8% | +19.0% | +20.5% |
| 1Y | +7.8% | +15.4% | -7.7% | -3.2% |
| 3Y | -5.6% | +76.9% | -82.4% | -37.9% |
| 5Y | -75.1% | +60.4% | -135.5% | -82.3% |
| 10Y | -56.9% | +232.8% | -289.6% | -81.4% |
| All | +53.0% | +363.9% | -310.9% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling