+91.4%
AAPB vs VT
+88.9%
+2.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | -0.1% | +0.4% | -0.6% | -1.1% |
| 30D | +4.9% | +1.0% | +3.9% | +2.6% |
| 3M | +0.9% | +2.4% | -1.5% | -5.3% |
| 6M | +38.2% | +12.0% | +26.2% | +6.5% |
| YTD | +25.9% | +15.3% | +10.5% | -9.2% |
| 1Y | +56.6% | +22.6% | +34.0% | -1.9% |
| 3Y | +81.4% | +74.7% | +6.8% | -44.1% |
| All | +91.4% | +88.9% | +2.5% | -48.1% |
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 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