+43.9%
APEI vs VT
+53.4%
-9.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | -8.1% | -2.3% | -5.8% | -6.0% |
| 30D | -19.0% | -5.0% | -14.1% | -15.4% |
| 3M | -26.6% | -4.9% | -21.7% | -23.4% |
| 6M | -33.3% | -1.5% | -31.8% | -32.7% |
| YTD | -1.4% | +8.5% | -9.9% | -9.2% |
| 1Y | +21.6% | +11.4% | +10.2% | +9.1% |
| 3Y | +724.8% | +70.1% | +654.7% | +417.0% |
| All | +43.9% | +53.4% | -9.5% | -4.6% |
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