-99.9%
APRE vs VT
+139.2%
-239.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | +6.8% | -2.3% | +9.1% | +8.6% |
| 30D | -14.4% | -5.0% | -9.4% | -10.9% |
| 3M | -18.2% | -4.9% | -13.3% | -15.1% |
| 6M | -37.9% | -1.5% | -36.3% | -37.4% |
| YTD | -39.3% | +8.5% | -47.8% | -43.3% |
| 1Y | -56.8% | +11.4% | -68.2% | -60.4% |
| 3Y | -87.0% | +70.1% | -157.1% | -91.4% |
| 5Y | -99.5% | +53.7% | -153.2% | -99.7% |
| All | -99.9% | +139.2% | -239.0% | -100.0% |
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 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