-0.5%
APA vs VEU
+174.3%
-174.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.8% | +3.0% |
| 7D | +9.6% | +2.4% | +7.3% | +6.5% |
| 30D | -0.2% | -2.0% | +1.8% | +1.5% |
| 3M | +19.8% | -5.1% | +25.0% | +26.0% |
| 6M | +30.1% | -0.7% | +30.8% | +26.8% |
| YTD | +100.4% | +11.0% | +89.4% | +63.8% |
| 1Y | +105.2% | +12.4% | +92.8% | +64.9% |
| 3Y | +44.6% | +69.8% | -25.2% | -30.7% |
| 5Y | +88.8% | +48.2% | +40.6% | +9.0% |
| 10Y | +6.6% | +148.1% | -141.5% | -59.2% |
| All | -0.5% | +174.3% | -174.8% | -64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling