+169.3%
APD vs VIG
+247.5%
-78.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.1% |
| 7D | -3.5% | -2.2% | -1.2% | -1.2% |
| 30D | -5.1% | -3.2% | -1.8% | -1.7% |
| 3M | +6.9% | +3.0% | +3.8% | +3.5% |
| 6M | +8.1% | +8.1% | -0.1% | -0.9% |
| YTD | +21.2% | +9.1% | +12.2% | +10.1% |
| 1Y | +4.9% | +12.6% | -7.7% | -7.9% |
| 3Y | +6.3% | +55.4% | -49.1% | -34.0% |
| 5Y | +24.3% | +62.8% | -38.5% | -26.7% |
| All | +169.3% | +247.5% | -78.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling