-49.6%
AP price history and return analytics
+221.8%
-271.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.9% |
| 7D | +24.8% | +2.4% | +22.4% | +22.0% |
| 30D | -14.2% | -1.5% | -12.7% | -12.6% |
| 3M | -20.0% | -4.1% | -15.9% | -16.1% |
| 6M | -34.5% | +0.6% | -35.0% | -33.5% |
| YTD | +37.9% | +11.0% | +26.9% | +30.9% |
| 1Y | +238.7% | +13.3% | +225.4% | +216.3% |
| 3Y | +163.4% | +73.4% | +90.0% | +82.8% |
| 5Y | +42.7% | +57.4% | -14.7% | +5.4% |
| All | -49.6% | +221.8% | -271.3% | -84.7% |
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