+114.4%
AAPB vs VT
+77.7%
+36.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.5% |
| 7D | -1.9% | -2.3% | +0.5% | +2.8% |
| 30D | +2.0% | -5.0% | +7.0% | +12.6% |
| 3M | +16.8% | -4.9% | +21.7% | +28.2% |
| 6M | +31.8% | -1.5% | +33.4% | +32.6% |
| YTD | +41.0% | +8.5% | +32.5% | +14.5% |
| 1Y | +41.7% | +11.4% | +30.3% | +8.0% |
| 3Y | +129.1% | +70.1% | +59.0% | -26.4% |
| All | +114.4% | +77.7% | +36.7% | -34.5% |
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