+163.6%
AP vs VT
+73.6%
+90.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -8.9% | -1.6% | -7.3% | -5.9% |
| 30D | -22.3% | -2.5% | -19.8% | -18.0% |
| 3M | -9.8% | -1.3% | -8.5% | -6.6% |
| 6M | -28.0% | +3.1% | -31.1% | -29.2% |
| YTD | +41.5% | +10.9% | +30.5% | +26.7% |
| 1Y | +271.4% | +12.1% | +259.4% | +226.9% |
| All | +163.6% | +73.6% | +90.1% | +61.7% |
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