-83.2%
AP price history and return analytics
+345.0%
-428.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -4.1% | -9.8% | -8.8% |
| 7D | -29.5% | -4.2% | -25.3% | -25.3% |
| 30D | -36.8% | -5.8% | -31.0% | -31.4% |
| 3M | -37.0% | -5.2% | -31.7% | -31.9% |
| 6M | -47.1% | +0.1% | -47.2% | -45.6% |
| YTD | +11.6% | +8.2% | +3.4% | +6.3% |
| 1Y | +206.7% | +10.1% | +196.6% | +185.4% |
| 3Y | +120.4% | +69.7% | +50.7% | +23.8% |
| 5Y | +18.5% | +53.4% | -34.8% | -27.5% |
| 10Y | -42.4% | +219.2% | -261.6% | -87.8% |
| All | -83.2% | +345.0% | -428.2% | -97.8% |
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 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