+24.0%
APD vs VCLT
+15.1%
+8.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -3.7% | +0.3% | -3.9% | -3.8% |
| 30D | +9.6% | +3.7% | +5.9% | +7.5% |
| 3M | +1.6% | -1.0% | +2.6% | +2.1% |
| 6M | +2.2% | -3.4% | +5.5% | +3.9% |
| YTD | +25.9% | -2.6% | +28.5% | +27.2% |
| 1Y | +20.1% | -3.3% | +23.4% | +22.0% |
| All | +24.0% | +15.1% | +8.9% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling