-80.5%
AP price history and return analytics
+363.9%
-444.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.7% | -10.1% | -10.5% |
| 7D | -20.3% | -0.3% | -20.0% | -20.1% |
| 30D | -28.4% | -1.4% | -27.0% | -26.9% |
| 3M | -23.2% | -1.4% | -21.8% | -21.5% |
| 6M | -33.9% | +5.5% | -39.3% | -36.6% |
| YTD | +29.6% | +12.8% | +16.8% | +16.5% |
| 1Y | +238.7% | +15.4% | +223.3% | +195.4% |
| 3Y | +155.9% | +76.9% | +79.1% | +35.7% |
| 5Y | +36.8% | +60.4% | -23.6% | -21.3% |
| 10Y | -33.1% | +232.8% | -265.9% | -86.7% |
| All | -80.5% | +363.9% | -444.4% | -97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling