-61.5%
APLZ vs VT
+5.3%
-66.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +29.7% | -4.1% | +33.8% | -3.3% |
| 7D | +61.4% | -4.2% | +65.5% | +18.0% |
| 30D | +127.6% | -5.8% | +133.4% | +54.2% |
| 3M | +146.0% | -5.2% | +151.2% | +83.0% |
| 6M | +76.6% | +0.1% | +76.5% | +177.7% |
| All | -61.5% | +5.3% | -66.8% | +46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling