+158.3%
VEA vs APA
-2.8%
+161.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | -1.1% | +9.6% | -10.7% | -2.3% |
| 3M | +5.1% | +18.0% | -12.9% | +2.5% |
| 6M | +9.8% | +41.9% | -32.1% | +3.7% |
| YTD | +15.9% | +86.3% | -70.4% | +5.2% |
| 1Y | +24.6% | +97.9% | -73.3% | +11.6% |
| 3Y | +75.5% | +12.8% | +62.8% | +65.8% |
| 5Y | +59.4% | +177.2% | -117.8% | +29.3% |
| All | +158.3% | -2.8% | +161.1% | +103.4% |
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