+91.2%
AP vs VT
+66.2%
+25.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | -2.0% | +0.4% | -2.5% | -2.5% |
| 30D | -8.1% | +1.0% | -9.0% | -9.0% |
| 3M | -21.4% | +2.4% | -23.8% | -22.6% |
| 6M | -7.3% | +12.0% | -19.3% | -15.6% |
| YTD | +62.9% | +15.3% | +47.5% | +45.2% |
| 1Y | +210.0% | +22.6% | +187.4% | +161.3% |
| 3Y | +160.7% | +74.7% | +86.0% | +74.1% |
| All | +91.2% | +66.2% | +25.0% | +33.0% |
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