+646.8%
APD vs VEU
+176.7%
+470.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.2% |
| 7D | -1.2% | -0.5% | -0.6% | -0.8% |
| 30D | +11.0% | -1.0% | +12.0% | +11.8% |
| 3M | +2.6% | -3.6% | +6.2% | +5.4% |
| 6M | +4.8% | -1.2% | +6.0% | +4.8% |
| YTD | +31.0% | +12.0% | +19.0% | +16.5% |
| 1Y | +23.4% | +13.9% | +9.5% | +8.2% |
| 3Y | +28.4% | +71.3% | -42.9% | -21.4% |
| 5Y | +15.2% | +50.3% | -35.1% | -21.3% |
| 10Y | +190.7% | +150.3% | +40.4% | +28.7% |
| All | +646.8% | +176.7% | +470.0% | +185.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling