+34.7%
AP price history and return analytics
+57.5%
-22.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.5% | +13.8% | +13.9% |
| 7D | -9.8% | -0.1% | -9.7% | -9.4% |
| 30D | -26.5% | -3.1% | -23.4% | -23.2% |
| 3M | -21.6% | -3.5% | -18.1% | -17.5% |
| 6M | -44.3% | +0.5% | -44.7% | -43.1% |
| YTD | +27.6% | +10.8% | +16.8% | +20.1% |
| 1Y | +248.7% | +11.9% | +236.8% | +225.0% |
| 3Y | +152.8% | +73.0% | +79.8% | +75.7% |
| 5Y | +34.7% | +58.6% | -24.0% | -1.8% |
| All | +34.7% | +57.5% | -22.9% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling