+129.7%
AAPB price history and return analytics
+82.4%
+47.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.7% |
| 7D | +6.0% | +2.9% | +3.1% | +0.2% |
| 30D | +6.6% | -2.5% | +9.2% | +12.0% |
| 3M | +33.7% | -3.3% | +37.0% | +42.3% |
| 6M | +34.2% | +1.5% | +32.6% | +26.8% |
| YTD | +51.1% | +11.4% | +39.7% | +16.4% |
| 1Y | +48.1% | +11.9% | +36.2% | +12.6% |
| 3Y | +129.3% | +73.9% | +55.4% | -29.4% |
| All | +129.7% | +82.4% | +47.3% | -33.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling