+85.0%
APT price history and return analytics
+221.8%
-136.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.2% |
| 7D | +14.0% | +2.4% | +11.7% | +14.7% |
| 30D | +11.4% | -1.5% | +12.9% | +10.9% |
| 3M | +13.2% | -4.1% | +17.3% | +11.8% |
| 6M | +1.6% | +0.6% | +1.1% | +1.6% |
| YTD | +39.2% | +11.0% | +28.2% | +43.4% |
| 1Y | +42.4% | +13.3% | +29.0% | +47.7% |
| 3Y | +33.8% | +73.4% | -39.6% | +64.7% |
| 5Y | +15.3% | +57.4% | -42.1% | +23.8% |
| All | +85.0% | +221.8% | -136.7% | +183.9% |
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