+18.3%
APD price history and return analytics
+57.0%
-38.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +3.8% | +2.4% | +1.5% | +2.1% |
| 30D | +8.2% | -1.5% | +9.7% | +9.3% |
| 3M | +4.3% | -4.1% | +8.4% | +7.3% |
| 6M | +4.7% | +0.6% | +4.1% | +3.6% |
| YTD | +31.5% | +11.0% | +20.5% | +19.8% |
| 1Y | +23.5% | +13.3% | +10.2% | +10.6% |
| 3Y | +29.1% | +73.4% | -44.3% | -20.1% |
| All | +18.3% | +57.0% | -38.8% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling