-47.9%
AP price history and return analytics
+224.4%
-272.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.1% | +6.8% | +6.9% |
| 7D | +6.2% | -0.7% | +6.9% | +7.4% |
| 30D | -20.2% | -1.7% | -18.5% | -18.4% |
| 3M | -25.1% | -2.3% | -22.8% | -22.8% |
| 6M | -38.1% | +1.5% | -39.6% | -37.6% |
| YTD | +37.7% | +12.0% | +25.7% | +29.6% |
| 1Y | +259.8% | +12.9% | +246.9% | +236.2% |
| 3Y | +172.9% | +74.9% | +97.9% | +87.8% |
| 5Y | +45.1% | +59.9% | -14.9% | +5.7% |
| 10Y | -47.9% | +224.6% | -272.5% | -84.3% |
| All | -47.9% | +224.4% | -272.2% | -84.3% |
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