-13.7%
AAPG vs VT
+32.0%
-45.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.4% | -4.3% |
| 7D | -0.5% | -0.7% | +0.2% | 0.0% |
| 30D | -2.0% | -1.7% | -0.3% | -0.4% |
| 3M | -21.0% | -2.3% | -18.7% | -19.1% |
| 6M | -30.7% | +1.5% | -32.3% | -31.6% |
| YTD | -42.8% | +12.0% | -54.9% | -48.3% |
| 1Y | -53.2% | +12.9% | -66.1% | -57.9% |
| All | -13.7% | +32.0% | -45.7% | -30.5% |
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 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