+105.2%
APA vs VSH
+97.1%
+8.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.6% | +6.6% | +1.8% |
| 7D | +9.6% | +26.2% | -16.6% | +10.5% |
| 30D | -0.2% | -12.5% | +12.3% | -0.9% |
| 3M | +19.8% | -16.9% | +36.7% | +18.8% |
| 6M | +30.1% | -17.0% | +47.0% | +30.5% |
| YTD | +100.4% | +93.8% | +6.6% | +89.5% |
| 1Y | +105.2% | +99.3% | +5.9% | +92.0% |
| All | +105.2% | +97.1% | +8.1% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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