-62.3%
APRE vs VT
+10.7%
-73.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +1.0% |
| 7D | +0.2% | -4.2% | +4.4% | +3.4% |
| 30D | -22.2% | -5.8% | -16.4% | -18.6% |
| 3M | -20.3% | -5.2% | -15.0% | -17.2% |
| 6M | -41.3% | +0.1% | -41.4% | -42.7% |
| YTD | -42.0% | +8.2% | -50.2% | -49.9% |
| 1Y | -62.3% | +10.1% | -72.4% | -69.1% |
| All | -62.3% | +10.7% | -73.0% | -69.1% |
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 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