+444.2%
V vs APD
+192.6%
+251.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -1.0% |
| 7D | -0.8% | -1.6% | +0.8% | -0.1% |
| 30D | +9.5% | +10.6% | -1.1% | +4.7% |
| 3M | +16.7% | +2.5% | +14.2% | +15.3% |
| 6M | +32.9% | +6.0% | +27.0% | +28.9% |
| YTD | +21.1% | +28.4% | -7.3% | +6.5% |
| 1Y | +26.6% | +22.2% | +4.5% | +13.7% |
| 3Y | +78.4% | +26.6% | +51.8% | +51.3% |
| 5Y | +105.5% | +11.8% | +93.7% | +81.0% |
| 10Y | +444.2% | +187.8% | +256.5% | +156.6% |
| All | +444.2% | +192.6% | +251.7% | +156.6% |
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