+61.9%
APIE vs VT
+75.6%
-13.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | -0.2% | -2.3% | +2.1% | +2.0% |
| 30D | -2.3% | -5.0% | +2.7% | +2.7% |
| 3M | -4.7% | -4.9% | +0.2% | 0.0% |
| 6M | -2.5% | -1.5% | -1.0% | -1.2% |
| YTD | +6.2% | +8.5% | -2.3% | -1.9% |
| 1Y | +9.2% | +11.4% | -2.2% | -1.6% |
| 3Y | +64.1% | +70.1% | -6.0% | -3.5% |
| All | +61.9% | +75.6% | -13.7% | -8.7% |
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