+35.5%
APT price history and return analytics
+75.6%
-40.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.6% |
| 7D | +9.1% | -0.7% | +9.8% | +9.6% |
| 30D | +9.1% | -1.7% | +10.8% | +10.4% |
| 3M | +16.4% | -2.3% | +18.7% | +18.3% |
| 6M | -5.7% | +1.5% | -7.2% | -6.3% |
| YTD | +41.0% | +12.0% | +28.9% | +31.1% |
| 1Y | +31.2% | +12.9% | +18.4% | +21.5% |
| All | +35.5% | +75.6% | -40.1% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling