+83.2%
APA vs VT
+57.5%
+25.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.8% |
| 7D | -5.5% | -0.1% | -5.4% | -5.7% |
| 30D | -1.2% | -3.1% | +1.9% | +1.5% |
| 3M | +10.6% | -3.5% | +14.1% | +13.7% |
| 6M | +28.4% | +0.5% | +28.0% | +24.9% |
| YTD | +89.7% | +10.8% | +79.0% | +60.4% |
| 1Y | +90.6% | +11.9% | +78.7% | +58.7% |
| 3Y | +36.9% | +73.0% | -36.1% | -35.4% |
| 5Y | +83.2% | +58.6% | +24.6% | +6.0% |
| All | +83.2% | +57.5% | +25.7% | +6.0% |
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