+102.9%
AAPX vs VT
+55.3%
+47.7%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.7% |
| 7D | -2.0% | -2.3% | +0.3% | +2.7% |
| 30D | +2.0% | -5.0% | +6.9% | +12.4% |
| 3M | +15.1% | -4.9% | +20.0% | +26.2% |
| 6M | +29.5% | -1.5% | +31.0% | +30.1% |
| YTD | +36.3% | +8.5% | +27.8% | +9.3% |
| 1Y | +34.9% | +11.4% | +23.6% | +1.1% |
| All | +102.9% | +55.3% | +47.7% | -26.7% |
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