+167.3%
APD vs VTEB
+17.9%
+149.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -1.0% |
| 7D | -3.3% | -0.9% | -2.3% | -2.6% |
| 30D | -4.2% | -2.5% | -1.6% | -2.4% |
| 3M | +5.4% | -3.0% | +8.4% | +7.7% |
| 6M | +6.3% | -2.1% | +8.4% | +7.9% |
| YTD | +20.3% | -1.5% | +21.8% | +21.6% |
| 1Y | +1.6% | +0.2% | +1.4% | +1.5% |
| 3Y | +4.0% | +8.6% | -4.5% | -1.6% |
| 5Y | +23.3% | +1.2% | +22.1% | +21.6% |
| All | +167.3% | +17.9% | +149.4% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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