+652.8%
APEI vs VT
+74.4%
+578.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.3% |
| 7D | -5.0% | -0.1% | -4.9% | -4.6% |
| 30D | -16.0% | -3.1% | -13.0% | -13.4% |
| 3M | -15.2% | -3.5% | -11.7% | -12.3% |
| 6M | -28.6% | +0.5% | -29.1% | -29.3% |
| YTD | +6.3% | +10.8% | -4.4% | -5.4% |
| 1Y | +21.9% | +11.9% | +10.0% | +7.0% |
| 3Y | +652.8% | +73.0% | +579.8% | +284.8% |
| All | +652.8% | +74.4% | +578.4% | +284.8% |
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