+62.9%
APIE price history and return analytics
+79.7%
-16.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.3% |
| 7D | +0.7% | +2.4% | -1.7% | -1.6% |
| 30D | -0.6% | -1.5% | +1.0% | +0.9% |
| 3M | -4.3% | -4.1% | -0.2% | -0.3% |
| 6M | -0.3% | +0.6% | -0.8% | -0.9% |
| YTD | +6.9% | +11.0% | -4.1% | -3.5% |
| 1Y | +8.6% | +13.3% | -4.7% | -3.8% |
| 3Y | +64.3% | +73.4% | -9.1% | -5.2% |
| All | +62.9% | +79.7% | -16.8% | -10.2% |
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