+462.9%
APGE vs VT
+67.5%
+395.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +1.2% |
| 7D | +0.2% | -1.8% | +2.0% | +2.9% |
| 30D | +51.5% | -0.7% | +52.2% | +52.6% |
| 3M | +45.3% | +3.0% | +42.3% | +38.4% |
| 6M | +65.9% | +7.4% | +58.4% | +47.7% |
| YTD | +77.5% | +10.4% | +67.1% | +51.5% |
| 1Y | +243.5% | +21.2% | +222.3% | +154.3% |
| All | +462.9% | +67.5% | +395.4% | +114.5% |
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