+160.5%
VEA vs APA
+8.7%
+151.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | +2.3% | +8.5% | -6.3% | +1.2% |
| 30D | +0.2% | +2.8% | -2.6% | -0.3% |
| 3M | -5.3% | +21.7% | -27.1% | -8.0% |
| 6M | -0.9% | +32.6% | -33.5% | -5.1% |
| YTD | +12.2% | +103.7% | -91.5% | +0.5% |
| 1Y | +16.1% | +101.8% | -85.7% | +4.0% |
| 3Y | +73.0% | +48.1% | +24.9% | +57.4% |
| 5Y | +53.7% | +91.9% | -38.2% | +31.3% |
| All | +160.5% | +8.7% | +151.8% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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