+458.8%
V vs APD
+187.5%
+271.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | -2.3% | -1.2% | -1.2% | -1.8% |
| 30D | +9.5% | +11.0% | -1.5% | +4.5% |
| 3M | +17.5% | +2.6% | +14.9% | +16.1% |
| 6M | +32.2% | +4.8% | +27.3% | +28.8% |
| YTD | +22.3% | +31.0% | -8.7% | +6.6% |
| 1Y | +26.8% | +23.4% | +3.4% | +13.3% |
| 3Y | +77.5% | +28.4% | +49.1% | +49.7% |
| 5Y | +110.1% | +15.2% | +94.9% | +82.1% |
| 10Y | +458.8% | +190.7% | +268.1% | +148.6% |
| All | +458.8% | +187.5% | +271.3% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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