+430.3%
APD price history and return analytics
+346.0%
+84.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | -3.7% | -2.3% | -1.3% | -1.6% |
| 30D | +9.6% | -5.0% | +14.6% | +14.6% |
| 3M | +1.6% | -4.9% | +6.5% | +6.1% |
| 6M | +2.2% | -1.5% | +3.7% | +2.9% |
| YTD | +25.9% | +8.5% | +17.4% | +14.9% |
| 1Y | +20.1% | +11.4% | +8.8% | +7.0% |
| 3Y | +12.4% | +70.1% | -57.7% | -33.4% |
| 5Y | +11.1% | +53.7% | -42.6% | -28.0% |
| 10Y | +190.1% | +220.0% | -29.8% | -5.8% |
| All | +430.3% | +346.0% | +84.3% | +14.9% |
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