+24.1%
APD vs VEU
+12.6%
+11.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | +2.2% | +2.4% | -0.2% | +1.8% |
| 30D | +9.4% | -2.0% | +11.4% | +9.6% |
| 3M | +4.7% | -5.1% | +9.8% | +5.2% |
| 6M | +5.5% | -0.7% | +6.2% | +5.4% |
| YTD | +31.4% | +11.0% | +20.4% | +22.1% |
| 1Y | +24.1% | +12.4% | +11.7% | +14.2% |
| All | +24.1% | +12.6% | +11.5% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling