+27.2%
APA vs VT
+69.7%
-42.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | -15.5% | -2.3% | -13.2% | -14.3% |
| 30D | +2.4% | -5.0% | +7.3% | +5.8% |
| 3M | +22.8% | -4.9% | +27.7% | +26.5% |
| 6M | +17.9% | -1.5% | +19.5% | +17.1% |
| YTD | +87.7% | +8.5% | +79.2% | +64.8% |
| 1Y | +94.2% | +11.4% | +82.8% | +63.9% |
| 3Y | +27.2% | +70.1% | -42.9% | -42.2% |
| All | +27.2% | +69.7% | -42.5% | -42.2% |
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