+160.7%
AAPU vs VT
+84.9%
+75.8%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.7% |
| 7D | +6.1% | +2.9% | +3.2% | +0.6% |
| 30D | +6.9% | -2.5% | +9.4% | +12.0% |
| 3M | +33.1% | -3.3% | +36.5% | +41.3% |
| 6M | +33.7% | +1.5% | +32.2% | +27.1% |
| YTD | +49.6% | +11.4% | +38.2% | +17.5% |
| 1Y | +45.5% | +11.9% | +33.6% | +12.9% |
| 3Y | +139.8% | +73.9% | +65.9% | -17.5% |
| All | +160.7% | +84.9% | +75.8% | -18.3% |
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