-54.7%
APYX vs VT
+174.6%
-229.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.5% | -4.6% |
| 7D | +12.7% | -2.3% | +15.0% | +14.9% |
| 30D | +14.9% | -5.0% | +19.9% | +21.8% |
| 3M | -29.6% | -4.9% | -24.7% | -25.4% |
| 6M | +0.3% | -1.5% | +1.9% | +1.0% |
| YTD | -16.3% | +8.5% | -24.8% | -25.8% |
| 1Y | -12.5% | +11.4% | -23.9% | -25.2% |
| 3Y | +14.9% | +70.1% | -55.2% | -42.9% |
| 5Y | -80.6% | +53.7% | -134.4% | -89.5% |
| All | -54.7% | +174.6% | -229.4% | -87.1% |
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