+479.8%
APG price history and return analytics
+160.8%
+319.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.0% |
| 7D | +2.8% | +1.0% | +1.8% | +1.4% |
| 30D | -3.6% | -0.2% | -3.4% | -3.3% |
| 3M | -4.7% | +4.5% | -9.3% | -10.0% |
| 6M | -4.0% | +14.1% | -18.0% | -19.0% |
| YTD | +5.1% | +14.8% | -9.7% | -12.1% |
| 1Y | +14.2% | +21.2% | -7.0% | -10.7% |
| 3Y | +124.1% | +76.6% | +47.5% | +8.4% |
| 5Y | +164.1% | +66.6% | +97.5% | +38.2% |
| All | +479.8% | +160.8% | +319.0% | +96.3% |
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