+107.2%
APA vs VYM
+21.8%
+85.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.2% | -8.1% | -6.6% |
| 7D | -13.0% | +1.2% | -14.1% | -12.7% |
| 30D | +2.0% | +5.2% | -3.3% | +2.5% |
| 3M | +24.9% | +0.5% | +24.4% | +24.7% |
| 6M | +7.2% | +7.7% | -0.5% | +7.2% |
| YTD | +87.1% | +17.2% | +69.9% | +80.4% |
| 1Y | +107.2% | +21.7% | +85.5% | +98.3% |
| All | +107.2% | +21.8% | +85.4% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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