+116.7%
AAPB vs VT
+77.3%
+39.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.1% | +5.3% |
| 7D | -3.2% | -4.2% | +1.0% | +5.4% |
| 30D | +5.0% | -5.8% | +10.8% | +17.9% |
| 3M | +18.8% | -5.2% | +24.0% | +31.4% |
| 6M | +36.4% | +0.1% | +36.3% | +32.1% |
| YTD | +42.5% | +8.2% | +34.3% | +16.2% |
| 1Y | +42.9% | +10.1% | +32.8% | +11.7% |
| 3Y | +137.1% | +69.7% | +67.4% | -23.4% |
| All | +116.7% | +77.3% | +39.4% | -33.5% |
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 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