-75.5%
AP price history and return analytics
+374.2%
-449.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | -2.0% | +0.4% | -2.5% | -2.6% |
| 30D | -8.1% | +1.0% | -9.0% | -9.1% |
| 3M | -21.4% | +2.4% | -23.8% | -22.6% |
| 6M | -7.3% | +12.0% | -19.3% | -16.7% |
| YTD | +62.9% | +15.3% | +47.5% | +41.9% |
| 1Y | +210.0% | +22.6% | +187.4% | +150.2% |
| 3Y | +160.7% | +74.7% | +86.0% | +39.7% |
| 5Y | +87.5% | +66.1% | +21.3% | +2.8% |
| 10Y | -24.7% | +225.0% | -249.8% | -84.4% |
| All | -75.5% | +374.2% | -449.7% | -97.1% |
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