-10.8%
AAPG vs VT
+30.5%
-41.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.4% |
| 7D | +15.0% | -0.1% | +15.1% | +15.0% |
| 30D | +5.1% | -3.1% | +8.1% | +8.3% |
| 3M | -17.8% | -3.5% | -14.3% | -14.8% |
| 6M | -27.9% | +0.5% | -28.4% | -28.0% |
| YTD | -40.9% | +10.8% | -51.7% | -45.9% |
| 1Y | -52.2% | +11.9% | -64.1% | -56.6% |
| All | -10.8% | +30.5% | -41.3% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling