+69.1%
APEI vs VT
+59.8%
+9.4%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.0% | +4.2% |
| 7D | -0.3% | -0.7% | +0.4% | +0.6% |
| 30D | -12.2% | -1.7% | -10.4% | -10.7% |
| 3M | -7.5% | -2.3% | -5.2% | -5.6% |
| 6M | -25.0% | +1.5% | -26.5% | -26.2% |
| YTD | +11.9% | +12.0% | -0.2% | +0.2% |
| 1Y | +22.2% | +12.9% | +9.3% | +8.7% |
| 3Y | +691.8% | +74.9% | +616.8% | +384.2% |
| 5Y | +69.1% | +59.9% | +9.2% | +9.1% |
| All | +69.1% | +59.8% | +9.4% | +9.1% |
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