-89.0%
APUS vs VT
+38.7%
-127.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -37.5% | +0.4% | -37.9% | -37.7% |
| 30D | -48.0% | +1.0% | -48.9% | -48.4% |
| 3M | -82.8% | +2.4% | -85.2% | -83.0% |
| 6M | -81.8% | +12.0% | -93.8% | -83.1% |
| YTD | -85.2% | +15.3% | -100.6% | -86.3% |
| 1Y | -87.0% | +22.6% | -109.6% | -88.0% |
| All | -89.0% | +38.7% | -127.7% | -87.6% |
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