-99.8%
APRE price history and return analytics
+153.0%
-252.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.5% |
| 7D | -0.1% | +1.0% | -1.1% | -0.9% |
| 30D | +28.5% | -0.2% | +28.7% | +28.6% |
| 3M | +13.8% | +4.5% | +9.2% | +9.4% |
| 6M | -7.2% | +14.1% | -21.3% | -16.6% |
| YTD | -2.1% | +14.8% | -16.9% | -12.4% |
| 1Y | -48.1% | +21.2% | -69.3% | -55.3% |
| 3Y | -79.0% | +76.6% | -155.5% | -86.3% |
| 5Y | -99.1% | +66.6% | -165.7% | -99.5% |
| All | -99.8% | +153.0% | -252.8% | -99.9% |
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