-52.4%
AAPD vs VT
+77.7%
-130.1%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.9% |
| 7D | +0.5% | -2.3% | +2.8% | -1.8% |
| 30D | -1.7% | -5.0% | +3.3% | -6.8% |
| 3M | -8.3% | -4.9% | -3.4% | -13.0% |
| 6M | -16.6% | -1.5% | -15.1% | -17.6% |
| YTD | -21.2% | +8.5% | -29.7% | -12.2% |
| 1Y | -21.3% | +11.4% | -32.7% | -9.3% |
| 3Y | -48.5% | +70.1% | -118.6% | +6.4% |
| All | -52.4% | +77.7% | -130.1% | +8.8% |
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 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