+527.1%
APG price history and return analytics
+153.1%
+374.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.5% |
| 7D | +7.8% | +2.9% | +4.9% | +4.0% |
| 30D | +7.0% | -2.5% | +9.6% | +10.7% |
| 3M | -0.2% | -3.3% | +3.2% | +4.4% |
| 6M | +0.7% | +1.5% | -0.8% | -1.2% |
| YTD | +13.6% | +11.4% | +2.3% | -1.0% |
| 1Y | +13.3% | +11.9% | +1.4% | -1.8% |
| 3Y | +132.2% | +73.9% | +58.3% | +14.6% |
| 5Y | +154.7% | +57.9% | +96.8% | +42.4% |
| All | +527.1% | +153.1% | +374.1% | +121.0% |
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