-31.0%
APYX vs VT
+11.9%
-42.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.6% |
| 7D | -4.1% | +2.4% | -6.4% | -5.6% |
| 30D | +9.3% | -1.5% | +10.8% | +10.0% |
| 3M | -7.6% | -4.1% | -3.4% | -4.0% |
| 6M | -26.8% | +0.6% | -27.4% | -28.0% |
| YTD | -19.7% | +11.0% | -30.8% | -28.2% |
| 1Y | -31.0% | +13.3% | -44.3% | -38.0% |
| All | -31.0% | +11.9% | -42.9% | -38.0% |
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