+80.9%
AAPY price history and return analytics
+82.7%
-1.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +4.1% | +2.4% | +1.7% | +2.0% |
| 30D | +4.3% | -1.5% | +5.8% | +5.6% |
| 3M | +18.6% | -4.1% | +22.8% | +22.7% |
| 6M | +18.8% | +0.6% | +18.2% | +17.3% |
| YTD | +30.8% | +11.0% | +19.8% | +17.3% |
| 1Y | +31.7% | +13.3% | +18.4% | +15.7% |
| 3Y | +69.8% | +73.4% | -3.6% | +6.7% |
| All | +80.9% | +82.7% | -1.8% | +11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling