+39.9%
AAPW vs VT
+28.7%
+11.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +6.4% | -0.1% | +6.5% | +6.5% |
| 30D | +3.4% | -3.1% | +6.5% | +6.8% |
| 3M | +14.4% | -3.5% | +17.9% | +18.6% |
| 6M | +20.1% | +0.5% | +19.6% | +18.0% |
| YTD | +29.5% | +10.8% | +18.7% | +11.5% |
| 1Y | +30.2% | +11.9% | +18.3% | +10.4% |
| All | +39.9% | +28.7% | +11.2% | -4.5% |
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 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