-45.8%
AP price history and return analytics
+217.6%
-263.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.5% | +13.8% | +13.8% |
| 7D | -9.8% | -0.1% | -9.7% | -9.5% |
| 30D | -26.5% | -3.1% | -23.4% | -23.9% |
| 3M | -21.6% | -3.5% | -18.1% | -18.3% |
| 6M | -44.3% | +0.5% | -44.7% | -43.3% |
| YTD | +27.6% | +10.8% | +16.8% | +21.3% |
| 1Y | +248.7% | +11.9% | +236.8% | +228.5% |
| 3Y | +152.8% | +73.0% | +79.8% | +76.0% |
| 5Y | +34.7% | +58.6% | -24.0% | -1.0% |
| 10Y | -45.8% | +219.2% | -265.0% | -80.6% |
| All | -45.8% | +217.6% | -263.5% | -80.6% |
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