+16.4%
AP price history and return analytics
+53.4%
-37.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | -23.5% | -2.3% | -21.2% | -21.0% |
| 30D | -36.1% | -5.0% | -31.2% | -31.6% |
| 3M | -37.9% | -4.9% | -33.1% | -33.5% |
| 6M | -51.0% | -1.5% | -49.5% | -48.7% |
| YTD | +10.5% | +8.5% | +2.0% | +6.8% |
| 1Y | +205.2% | +11.4% | +193.8% | +187.8% |
| 3Y | +105.9% | +70.1% | +35.9% | +46.6% |
| All | +16.4% | +53.4% | -37.0% | -12.5% |
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