+6.2%
APT vs VT
+53.2%
-47.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.5% | -2.0% |
| 7D | -1.3% | -4.2% | +2.9% | +1.4% |
| 30D | -8.5% | -5.8% | -2.7% | -5.1% |
| 3M | +11.8% | -5.2% | +17.1% | +15.7% |
| 6M | +18.6% | +0.1% | +18.5% | +18.8% |
| YTD | +23.4% | +8.2% | +15.2% | +18.0% |
| 1Y | +18.4% | +10.1% | +8.2% | +12.0% |
| 3Y | +37.7% | +69.7% | -32.0% | +1.3% |
| 5Y | +6.2% | +53.4% | -47.2% | -30.2% |
| All | +6.2% | +53.2% | -47.0% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling