+80.4%
AAPY vs VT
+83.3%
-2.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +3.2% | +2.9% | +0.3% | +0.7% |
| 30D | +4.6% | -2.5% | +7.1% | +6.7% |
| 3M | +19.9% | -3.3% | +23.3% | +23.2% |
| 6M | +20.2% | +1.5% | +18.7% | +17.7% |
| YTD | +30.4% | +11.4% | +19.1% | +16.7% |
| 1Y | +31.2% | +11.9% | +19.3% | +16.7% |
| 3Y | +69.3% | +73.9% | -4.6% | +6.1% |
| All | +80.4% | +83.3% | -2.8% | +10.9% |
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