+5.6%
APD vs VEU
+25.0%
-19.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.7% |
| 7D | -4.6% | +0.3% | -4.9% | -4.6% |
| 30D | -4.2% | +0.7% | -4.9% | -4.3% |
| 3M | +5.0% | +4.7% | +0.3% | +4.2% |
| 6M | +8.9% | +11.6% | -2.7% | +7.1% |
| YTD | +21.9% | +16.8% | +5.1% | +14.5% |
| 1Y | +5.6% | +24.9% | -19.3% | -7.0% |
| All | +5.6% | +25.0% | -19.4% | -7.0% |
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