+63.6%
APEI vs VT
+57.0%
+6.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +9.7% | +2.4% | +7.3% | +7.6% |
| 30D | -15.4% | -1.5% | -13.9% | -14.1% |
| 3M | -9.6% | -4.1% | -5.5% | -6.3% |
| 6M | -22.7% | +0.6% | -23.3% | -23.4% |
| YTD | +8.1% | +11.0% | -2.9% | -2.3% |
| 1Y | +18.3% | +13.3% | +5.0% | +4.7% |
| 3Y | +611.0% | +73.4% | +537.6% | +338.2% |
| All | +63.6% | +57.0% | +6.6% | +6.2% |
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 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