-11.1%
APA vs VEU
+192.1%
-203.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.8% |
| 7D | +0.5% | +1.1% | -0.6% | -0.9% |
| 30D | +23.4% | +2.2% | +21.2% | +19.9% |
| 3M | +12.7% | +3.0% | +9.7% | +6.9% |
| 6M | +39.4% | +10.9% | +28.6% | +16.3% |
| YTD | +79.0% | +18.2% | +60.8% | +37.1% |
| 1Y | +88.8% | +28.3% | +60.6% | +30.3% |
| 3Y | +6.4% | +74.6% | -68.3% | -50.3% |
| 5Y | +153.0% | +56.4% | +96.6% | +39.4% |
| 10Y | +7.5% | +153.0% | -145.5% | -59.6% |
| All | -11.1% | +192.1% | -203.3% | -70.3% |
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