-15.9%
AAPG price history and return analytics
+30.8%
-46.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.4% |
| 7D | -5.2% | +2.4% | -7.6% | -7.5% |
| 30D | -1.5% | -1.5% | 0.0% | -0.2% |
| 3M | -23.1% | -4.1% | -18.9% | -19.8% |
| 6M | -31.6% | +0.6% | -32.2% | -31.8% |
| YTD | -44.3% | +11.0% | -55.3% | -49.1% |
| 1Y | -56.6% | +13.3% | -69.9% | -61.0% |
| All | -15.9% | +30.8% | -46.7% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling