+18.4%
APOS vs VT
+71.0%
-52.6%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | 0.0% | -1.6% | +1.6% | +0.3% |
| 30D | -2.2% | -2.5% | +0.3% | -1.8% |
| 3M | -0.7% | -1.3% | +0.6% | -0.5% |
| 6M | +0.8% | +3.1% | -2.3% | +0.2% |
| YTD | +0.5% | +10.9% | -10.5% | -1.3% |
| 1Y | +2.9% | +12.1% | -9.1% | +1.0% |
| 3Y | +15.7% | +73.9% | -58.2% | +2.8% |
| All | +18.4% | +71.0% | -52.6% | +6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling