-74.6%
APLM vs VT
+73.6%
-148.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +4.7% | -1.6% | +6.3% | +6.0% |
| 30D | -10.4% | -2.5% | -7.9% | -8.8% |
| 3M | +20.8% | -1.3% | +22.1% | +21.8% |
| 6M | +28.5% | +3.1% | +25.4% | +25.8% |
| YTD | +11.5% | +10.9% | +0.5% | +3.6% |
| 1Y | +47.1% | +12.1% | +35.0% | +35.6% |
| All | -74.6% | +73.6% | -148.1% | -80.6% |
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 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