+536.2%
APGE price history and return analytics
+70.9%
+465.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +62.2% | +5.6% | +56.5% | +51.2% |
| 7D | +62.2% | +5.6% | +56.5% | +51.2% |
| 30D | +62.2% | +5.6% | +56.5% | +51.2% |
| 3M | +62.2% | +5.6% | +56.5% | +51.2% |
| 6M | +90.5% | +9.6% | +80.9% | +68.1% |
| YTD | +78.9% | +14.2% | +64.8% | +48.1% |
| 1Y | +256.8% | +22.7% | +234.1% | +165.7% |
| 3Y | +446.6% | +72.9% | +373.7% | +142.1% |
| All | +536.2% | +70.9% | +465.3% | +184.0% |
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 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