+144.0%
AAPU vs VT
+75.6%
+68.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +1.8% |
| 7D | +3.3% | -0.7% | +4.0% | +4.6% |
| 30D | +7.5% | -1.7% | +9.2% | +11.1% |
| 3M | +31.3% | -2.3% | +33.7% | +36.7% |
| 6M | +36.3% | +1.5% | +34.7% | +29.1% |
| YTD | +50.2% | +12.0% | +38.2% | +14.0% |
| 1Y | +44.2% | +12.9% | +31.3% | +7.2% |
| All | +144.0% | +75.6% | +68.4% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling