+36.9%
APOG price history and return analytics
+223.7%
-186.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +1.3% |
| 7D | +2.3% | +0.4% | +2.0% | +1.9% |
| 30D | +19.2% | -2.6% | +21.7% | +23.7% |
| 3M | +11.1% | -3.2% | +14.4% | +16.5% |
| 6M | +33.9% | +0.9% | +33.0% | +31.8% |
| YTD | +35.8% | +11.3% | +24.4% | +16.5% |
| 1Y | +43.5% | +14.0% | +29.5% | +18.8% |
| 3Y | +17.6% | +75.8% | -58.3% | -47.8% |
| 5Y | +13.1% | +57.8% | -44.7% | -40.7% |
| 10Y | +36.9% | +219.8% | -182.9% | -72.2% |
| All | +36.9% | +223.7% | -186.8% | -72.2% |
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