+85.4%
APEI price history and return analytics
+221.8%
-136.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +9.7% | +2.4% | +7.3% | +7.7% |
| 30D | -15.4% | -1.5% | -13.9% | -14.2% |
| 3M | -9.6% | -4.1% | -5.5% | -6.4% |
| 6M | -22.7% | +0.6% | -23.3% | -23.4% |
| YTD | +8.1% | +11.0% | -2.9% | -1.6% |
| 1Y | +18.3% | +13.3% | +5.0% | +5.8% |
| 3Y | +611.0% | +73.4% | +537.6% | +354.2% |
| 5Y | +62.5% | +57.4% | +5.0% | +11.9% |
| All | +85.4% | +221.8% | -136.4% | -36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling