-89.7%
APUS price history and return analytics
+33.9%
-123.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.3% |
| 7D | -16.8% | +2.9% | -19.7% | -19.1% |
| 30D | -50.9% | -2.5% | -48.4% | -49.7% |
| 3M | -51.3% | -3.3% | -48.0% | -49.7% |
| 6M | -83.1% | +1.5% | -84.6% | -83.1% |
| YTD | -86.2% | +11.4% | -97.5% | -86.7% |
| 1Y | -91.5% | +11.9% | -103.4% | -91.9% |
| All | -89.7% | +33.9% | -123.6% | -88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling