-3.2%
APEI vs VT
+346.0%
-349.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | -8.1% | -2.3% | -5.8% | -6.4% |
| 30D | -19.0% | -5.0% | -14.1% | -16.0% |
| 3M | -26.6% | -4.9% | -21.7% | -24.0% |
| 6M | -33.3% | -1.5% | -31.8% | -32.8% |
| YTD | -1.4% | +8.5% | -9.9% | -7.4% |
| 1Y | +21.6% | +11.4% | +10.2% | +12.0% |
| 3Y | +724.8% | +70.1% | +654.7% | +474.7% |
| 5Y | +42.0% | +53.7% | -11.8% | +5.9% |
| 10Y | +91.7% | +220.0% | -128.3% | -11.1% |
| All | -3.2% | +346.0% | -349.2% | -56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling