+95.8%
AAPX price history and return analytics
+63.3%
+32.6%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +1.6% |
| 7D | +7.4% | -1.1% | +8.5% | +9.8% |
| 30D | +19.7% | -1.0% | +20.6% | +21.8% |
| 3M | +20.2% | +3.2% | +17.0% | +11.2% |
| 6M | +47.3% | +12.5% | +34.8% | +11.2% |
| YTD | +31.5% | +14.1% | +17.4% | -4.2% |
| 1Y | +74.7% | +18.9% | +55.8% | +14.6% |
| All | +95.8% | +63.3% | +32.6% | -35.7% |
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