+14.9%
APOG vs VT
+76.6%
-61.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +2.6% |
| 7D | +7.3% | -0.3% | +7.6% | +7.7% |
| 30D | +35.5% | -1.4% | +36.9% | +37.8% |
| 3M | +13.6% | -1.4% | +15.0% | +15.6% |
| 6M | +40.9% | +5.5% | +35.5% | +32.2% |
| YTD | +35.6% | +12.8% | +22.7% | +17.6% |
| 1Y | +40.0% | +15.4% | +24.5% | +18.0% |
| All | +14.9% | +76.6% | -61.7% | -44.1% |
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