+107.2%
APA vs VEU
+17.0%
+90.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.0% | -8.8% | -5.2% |
| 7D | -13.0% | +0.2% | -13.2% | -12.6% |
| 30D | +2.0% | -2.1% | +4.1% | +0.6% |
| 3M | +24.9% | -2.7% | +27.6% | +22.8% |
| 6M | +7.2% | +3.2% | +4.0% | +12.0% |
| YTD | +87.1% | +12.6% | +74.5% | +98.2% |
| 1Y | +107.2% | +17.1% | +90.1% | +118.6% |
| All | +107.2% | +17.0% | +90.2% | +118.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling