+6.5%
APMU price history and return analytics
+80.2%
-73.7%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.4% | +2.9% | -3.3% | -0.5% |
| 30D | +1.9% | -2.5% | +4.4% | +2.0% |
| 3M | -0.2% | -3.3% | +3.1% | -0.1% |
| 6M | -0.3% | +1.5% | -1.8% | -0.3% |
| YTD | -0.1% | +11.4% | -11.4% | -0.4% |
| 1Y | +0.1% | +11.9% | -11.8% | -0.2% |
| 3Y | +9.3% | +73.9% | -64.6% | +6.6% |
| All | +6.5% | +80.2% | -73.7% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling