+5.4%
APD vs VYM
+64.8%
-59.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -4.6% | -1.0% | -3.6% | -3.7% |
| 30D | -4.2% | -2.0% | -2.2% | -2.3% |
| 3M | +5.0% | +3.1% | +1.9% | +1.9% |
| 6M | +8.9% | +8.9% | +0.1% | -0.1% |
| YTD | +21.9% | +14.7% | +7.2% | +5.7% |
| 1Y | +5.6% | +19.4% | -13.9% | -12.2% |
| All | +5.4% | +64.8% | -59.5% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling