+26.1%
APD vs VIG
+63.6%
-37.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.4% |
| 7D | -2.5% | -0.4% | -2.1% | -2.1% |
| 30D | -1.9% | -2.1% | +0.2% | +0.1% |
| 3M | +8.2% | +3.3% | +4.9% | +4.8% |
| 6M | +10.7% | +9.3% | +1.5% | +1.2% |
| YTD | +22.9% | +10.1% | +12.8% | +11.4% |
| 1Y | +5.8% | +14.7% | -8.9% | -8.0% |
| 3Y | +7.8% | +56.9% | -49.2% | -31.7% |
| 5Y | +26.1% | +62.9% | -36.8% | -23.3% |
| All | +26.1% | +63.6% | -37.5% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling