-13.0%
APC price history and return analytics
+5.8%
-18.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.7% |
| 7D | -0.7% | +2.9% | -3.6% | -0.6% |
| 30D | -8.8% | -2.5% | -6.3% | -8.6% |
| 3M | -19.9% | -3.3% | -16.5% | -19.5% |
| 6M | -30.1% | +1.5% | -31.7% | -30.7% |
| All | -13.0% | +5.8% | -18.8% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling