-81.4%
APLZ vs VT
+12.2%
-93.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.0% | -9.6% | -0.1% |
| 7D | +8.9% | +0.1% | +8.8% | +11.4% |
| 30D | +29.7% | +0.8% | +28.9% | +42.5% |
| 3M | +57.3% | +2.8% | +54.6% | +147.4% |
| 6M | -79.8% | +13.0% | -92.8% | -9.1% |
| All | -81.4% | +12.2% | -93.6% | +5.6% |
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 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