+26.1%
APD vs VEU
+56.3%
-30.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -2.5% | +1.7% | -4.2% | -3.6% |
| 30D | -1.9% | +1.0% | -2.9% | -2.6% |
| 3M | +8.2% | +5.6% | +2.6% | +3.9% |
| 6M | +10.7% | +13.7% | -2.9% | 0.0% |
| YTD | +22.9% | +17.7% | +5.2% | +7.5% |
| 1Y | +5.8% | +25.8% | -20.0% | -12.4% |
| 3Y | +7.8% | +77.1% | -69.3% | -33.2% |
| 5Y | +26.1% | +57.1% | -31.0% | -16.4% |
| All | +26.1% | +56.3% | -30.2% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling