+489.5%
APG price history and return analytics
+146.5%
+342.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.0% |
| 7D | -7.8% | -2.3% | -5.5% | -4.9% |
| 30D | +1.6% | -5.0% | +6.6% | +8.6% |
| 3M | -0.9% | -4.9% | +4.0% | +5.8% |
| 6M | -11.8% | -1.5% | -10.2% | -10.0% |
| YTD | +6.8% | +8.5% | -1.7% | -3.8% |
| 1Y | +13.3% | +11.4% | +1.9% | -1.2% |
| 3Y | +124.4% | +70.1% | +54.3% | +13.9% |
| 5Y | +164.9% | +53.7% | +111.2% | +53.1% |
| All | +489.5% | +146.5% | +342.9% | +114.7% |
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