-86.5%
APUS vs VT
+33.4%
-119.9%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.7% | +2.7% |
| 7D | -2.6% | -1.6% | -1.0% | -1.1% |
| 30D | -7.8% | -2.5% | -5.3% | -5.2% |
| 3M | -38.8% | -1.3% | -37.5% | -37.8% |
| 6M | -84.2% | +3.1% | -87.3% | -84.5% |
| YTD | -81.9% | +10.9% | -92.8% | -82.6% |
| 1Y | -88.0% | +12.1% | -100.1% | -88.7% |
| All | -86.5% | +33.4% | -119.9% | -84.3% |
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