-94.1%
APLM vs VT
+75.0%
-169.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +3.4% | +0.4% | +2.9% | +3.0% |
| 30D | +59.1% | +1.0% | +58.1% | +57.8% |
| 3M | +96.4% | +2.4% | +94.0% | +93.7% |
| 6M | +34.1% | +12.0% | +22.1% | +23.0% |
| YTD | +47.1% | +15.3% | +31.7% | +32.0% |
| 1Y | +401.7% | +22.6% | +379.1% | +328.9% |
| All | -94.1% | +75.0% | -169.1% | -96.4% |
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