+175.6%
APA vs VEU
+56.2%
+119.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.7% | +3.7% |
| 7D | +0.3% | +0.3% | 0.0% | 0.0% |
| 30D | +9.3% | +0.7% | +8.7% | +8.4% |
| 3M | +23.3% | +4.7% | +18.7% | +16.6% |
| 6M | +39.5% | +11.6% | +27.8% | +19.5% |
| YTD | +87.6% | +16.8% | +70.8% | +50.3% |
| 1Y | +114.2% | +24.9% | +89.4% | +57.1% |
| 3Y | +13.6% | +75.7% | -62.2% | -47.7% |
| 5Y | +175.6% | +56.1% | +119.5% | +75.0% |
| All | +175.6% | +56.2% | +119.4% | +75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling