+510.6%
APT vs VT
+363.9%
+146.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +3.0% |
| 7D | +4.7% | -0.3% | +5.0% | +4.8% |
| 30D | -0.2% | -1.4% | +1.3% | 0.0% |
| 3M | +16.0% | -1.4% | +17.4% | +16.2% |
| 6M | +24.8% | +5.5% | +19.3% | +24.1% |
| YTD | +29.3% | +12.8% | +16.4% | +27.6% |
| 1Y | +25.6% | +15.4% | +10.2% | +23.7% |
| 3Y | +44.2% | +76.9% | -32.6% | +36.8% |
| 5Y | +0.2% | +60.4% | -60.2% | -5.0% |
| 10Y | +76.6% | +232.8% | -156.2% | +44.7% |
| All | +510.6% | +363.9% | +146.8% | +295.9% |
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