+133.5%
AAPU price history and return analytics
+89.4%
+44.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +1.7% |
| 7D | +7.5% | -1.1% | +8.6% | +9.8% |
| 30D | +19.2% | -1.0% | +20.2% | +21.2% |
| 3M | +20.6% | +3.2% | +17.4% | +12.1% |
| 6M | +49.7% | +12.5% | +37.2% | +16.0% |
| YTD | +34.0% | +14.1% | +19.9% | +0.8% |
| 1Y | +80.3% | +18.9% | +61.4% | +24.1% |
| 3Y | +124.7% | +74.1% | +50.6% | -22.7% |
| All | +133.5% | +89.4% | +44.1% | -29.9% |
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