-30.8%
AAPD price history and return analytics
+18.7%
-49.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -3.9% |
| 7D | +0.4% | -2.0% | +2.4% | -0.8% |
| 30D | -6.4% | -1.4% | -5.0% | -7.2% |
| 3M | -11.7% | +4.7% | -16.4% | -8.8% |
| 6M | -20.8% | +11.4% | -32.2% | -13.7% |
| YTD | -17.6% | +13.1% | -30.7% | -9.2% |
| 1Y | -30.8% | +19.0% | -49.8% | -21.0% |
| All | -30.8% | +18.7% | -49.6% | -21.0% |
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