-54.3%
AAPD vs VT
+81.9%
-136.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.6% |
| 7D | -4.0% | +2.4% | -6.3% | -1.5% |
| 30D | -3.8% | -1.5% | -2.3% | -5.1% |
| 3M | -14.0% | -4.1% | -9.9% | -17.6% |
| 6M | -16.8% | +0.6% | -17.3% | -15.9% |
| YTD | -24.4% | +11.0% | -35.4% | -13.5% |
| 1Y | -23.6% | +13.3% | -36.9% | -10.2% |
| 3Y | -49.0% | +73.4% | -122.4% | +7.5% |
| All | -54.3% | +81.9% | -136.2% | +7.2% |
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