+65.7%
APT price history and return analytics
+223.7%
-158.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | +3.1% |
| 7D | +0.5% | +0.4% | +0.2% | +0.6% |
| 30D | -5.0% | -2.6% | -2.4% | -5.7% |
| 3M | +5.7% | -3.2% | +9.0% | +4.6% |
| 6M | -13.8% | +0.9% | -14.8% | -13.8% |
| YTD | +25.0% | +11.3% | +13.7% | +28.9% |
| 1Y | +18.3% | +14.0% | +4.3% | +22.9% |
| 3Y | +26.4% | +75.8% | -49.4% | +56.7% |
| 5Y | +5.3% | +57.8% | -52.5% | +13.1% |
| 10Y | +65.7% | +219.8% | -154.1% | +156.8% |
| All | +65.7% | +223.7% | -158.0% | +156.8% |
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