+131.0%
AAPB vs VT
+83.5%
+47.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.6% | +1.5% |
| 7D | +3.5% | -0.7% | +4.1% | +4.7% |
| 30D | +7.4% | -1.7% | +9.2% | +11.1% |
| 3M | +32.0% | -2.3% | +34.3% | +37.4% |
| 6M | +36.6% | +1.5% | +35.1% | +29.3% |
| YTD | +51.9% | +12.0% | +39.8% | +15.6% |
| 1Y | +46.9% | +12.9% | +34.0% | +9.7% |
| 3Y | +130.5% | +74.9% | +55.6% | -29.9% |
| All | +131.0% | +83.5% | +47.4% | -33.8% |
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