+25.3%
APD vs VYM
+76.9%
-51.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.2% |
| 3M | +5.0% | +3.1% | +1.9% | +1.8% |
| 6M | +8.9% | +8.9% | +0.1% | -0.3% |
| YTD | +21.9% | +14.7% | +7.2% | +5.6% |
| 1Y | +5.6% | +19.4% | -13.9% | -12.3% |
| 3Y | +6.9% | +65.4% | -58.5% | -36.7% |
| 5Y | +25.3% | +77.6% | -52.2% | -29.7% |
| All | +25.3% | +76.9% | -51.6% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling