+57.9%
AAPY price history and return analytics
+87.7%
-29.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.2% |
| 7D | -3.8% | -0.1% | -3.6% | -3.7% |
| 30D | +2.7% | -0.7% | +3.3% | +3.2% |
| 3M | +7.0% | +4.0% | +3.0% | +2.9% |
| 6M | +21.3% | +12.3% | +9.0% | +8.1% |
| YTD | +14.1% | +14.0% | +0.1% | +0.3% |
| 1Y | +26.1% | +20.3% | +5.8% | +4.8% |
| All | +57.9% | +87.7% | -29.8% | -4.7% |
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 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