-47.1%
AP price history and return analytics
+0.4%
-47.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -4.1% | -9.8% | -1.1% |
| 7D | -29.5% | -4.2% | -25.3% | -18.7% |
| 30D | -36.8% | -5.8% | -31.0% | -22.6% |
| 3M | -37.0% | -5.2% | -31.7% | -24.3% |
| 6M | -47.1% | +0.1% | -47.2% | -48.8% |
| All | -47.1% | +0.4% | -47.5% | -48.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling