+64.8%
APIE vs VT
+81.3%
-16.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.6% |
| 7D | 0.0% | -0.7% | +0.7% | +0.6% |
| 30D | 0.0% | -1.7% | +1.7% | +1.7% |
| 3M | -3.7% | -2.3% | -1.4% | -1.6% |
| 6M | +0.8% | +1.5% | -0.7% | -0.8% |
| YTD | +8.1% | +12.0% | -3.9% | -3.2% |
| 1Y | +9.2% | +12.9% | -3.6% | -2.9% |
| 3Y | +67.5% | +74.9% | -7.4% | -4.2% |
| All | +64.8% | +81.3% | -16.5% | -9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling