+18.4%
APT vs VT
+10.7%
+7.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.5% | -1.5% |
| 7D | -1.3% | -4.2% | +2.9% | +2.0% |
| 30D | -8.5% | -5.8% | -2.7% | -4.4% |
| 3M | +11.8% | -5.2% | +17.1% | +16.5% |
| 6M | +18.6% | +0.1% | +18.5% | +19.8% |
| YTD | +23.4% | +8.2% | +15.2% | +19.4% |
| 1Y | +18.4% | +10.1% | +8.2% | +12.5% |
| All | +18.4% | +10.7% | +7.7% | +12.5% |
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