-49.4%
AP price history and return analytics
+223.7%
-273.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.6% |
| 7D | -20.6% | +0.4% | -21.0% | -20.7% |
| 30D | -35.1% | -2.6% | -32.5% | -33.1% |
| 3M | -36.9% | -3.2% | -33.7% | -34.4% |
| 6M | -50.8% | +0.9% | -51.8% | -50.2% |
| YTD | +12.6% | +11.3% | +1.3% | +6.6% |
| 1Y | +224.3% | +14.0% | +210.3% | +201.1% |
| 3Y | +114.3% | +75.8% | +38.4% | +47.4% |
| 5Y | +18.3% | +57.8% | -39.5% | -12.7% |
| 10Y | -49.4% | +219.8% | -269.2% | -81.4% |
| All | -49.4% | +223.7% | -273.1% | -81.4% |
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