-89.9%
APUS price history and return analytics
+33.5%
-123.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.5% |
| 7D | -17.6% | +2.4% | -19.9% | -19.4% |
| 30D | -51.3% | -1.5% | -49.8% | -50.6% |
| 3M | -52.6% | -4.1% | -48.4% | -50.7% |
| 6M | -82.8% | +0.6% | -83.4% | -82.8% |
| YTD | -86.4% | +11.0% | -97.4% | -86.9% |
| 1Y | -92.0% | +13.3% | -105.4% | -92.4% |
| All | -89.9% | +33.5% | -123.4% | -88.2% |
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