-17.6%
APLX vs VT
+21.8%
-39.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.2% | -0.7% |
| 7D | -12.8% | +0.1% | -12.9% | -12.6% |
| 30D | -35.3% | +0.8% | -36.1% | -37.9% |
| 3M | -74.1% | +2.8% | -76.9% | -75.9% |
| 6M | -45.4% | +13.0% | -58.3% | -70.3% |
| YTD | -52.0% | +15.4% | -67.4% | -74.7% |
| All | -17.6% | +21.8% | -39.4% | -66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling