-99.9%
APRE price history and return analytics
+145.5%
-245.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -11.1% | +2.9% | -14.0% | -13.1% |
| 30D | -26.7% | -2.5% | -24.2% | -25.3% |
| 3M | -35.6% | -3.3% | -32.2% | -34.0% |
| 6M | -51.1% | +1.5% | -52.6% | -51.9% |
| YTD | -48.4% | +11.4% | -59.8% | -52.8% |
| 1Y | -65.1% | +11.9% | -77.0% | -68.1% |
| 3Y | -88.5% | +73.9% | -162.4% | -92.5% |
| 5Y | -99.6% | +57.9% | -157.4% | -99.7% |
| All | -99.9% | +145.5% | -245.4% | -100.0% |
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 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