-47.4%
AP price history and return analytics
+222.7%
-270.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +5.1% |
| 7D | +28.9% | +2.9% | +26.0% | +25.4% |
| 30D | -17.9% | -2.5% | -15.4% | -15.4% |
| 3M | -16.7% | -3.3% | -13.4% | -13.3% |
| 6M | -27.8% | +1.5% | -29.3% | -27.3% |
| YTD | +43.9% | +11.4% | +32.5% | +36.2% |
| 1Y | +301.6% | +11.9% | +289.7% | +278.1% |
| 3Y | +185.1% | +73.9% | +111.3% | +97.3% |
| 5Y | +48.9% | +57.9% | -9.0% | +9.6% |
| All | -47.4% | +222.7% | -270.1% | -84.1% |
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