-98.1%
APLM vs VT
+64.8%
-162.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -9.4% |
| 7D | -4.9% | -0.3% | -4.6% | -4.8% |
| 30D | -18.3% | -1.4% | -16.9% | -18.0% |
| 3M | +8.1% | -1.4% | +9.5% | +8.5% |
| 6M | +15.4% | +5.5% | +9.9% | +13.6% |
| YTD | +1.6% | +12.8% | -11.2% | -1.7% |
| 1Y | +37.2% | +15.4% | +21.8% | +31.9% |
| 3Y | -76.1% | +76.9% | -153.0% | -78.1% |
| All | -98.1% | +64.8% | -162.9% | -98.2% |
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