+73.0%
VEA vs APA
+43.6%
+29.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -0.8% |
| 7D | +1.8% | +9.6% | -7.8% | +1.4% |
| 30D | -0.9% | -0.2% | -0.7% | -1.0% |
| 3M | -5.0% | +19.8% | -24.9% | -6.0% |
| 6M | 0.0% | +30.1% | -30.1% | -1.7% |
| YTD | +12.2% | +100.4% | -88.2% | +4.1% |
| 1Y | +14.7% | +105.2% | -90.5% | +6.0% |
| All | +73.0% | +43.6% | +29.4% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling