+307.8%
APOG price history and return analytics
+363.9%
-56.1%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +2.5% |
| 7D | +7.3% | -0.3% | +7.6% | +7.7% |
| 30D | +35.5% | -1.4% | +36.9% | +38.0% |
| 3M | +13.6% | -1.4% | +15.0% | +15.7% |
| 6M | +40.9% | +5.5% | +35.5% | +31.5% |
| YTD | +35.6% | +12.8% | +22.7% | +16.2% |
| 1Y | +40.0% | +15.4% | +24.5% | +16.3% |
| 3Y | +15.1% | +76.9% | -61.7% | -44.3% |
| 5Y | +16.7% | +60.4% | -43.8% | -35.9% |
| 10Y | +44.7% | +232.8% | -188.1% | -65.2% |
| All | +307.8% | +363.9% | -56.1% | -28.3% |
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