+60.9%
VEA vs APA
+177.1%
-116.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.8% | -1.2% |
| 7D | +0.3% | +0.3% | 0.0% | +0.3% |
| 30D | +0.4% | +9.3% | -8.9% | -0.6% |
| 3M | +4.8% | +23.3% | -18.5% | +2.1% |
| 6M | +11.3% | +39.5% | -28.2% | +5.7% |
| YTD | +17.4% | +87.6% | -70.2% | +6.6% |
| 1Y | +26.2% | +114.2% | -88.0% | +11.8% |
| 3Y | +77.7% | +13.6% | +64.2% | +68.7% |
| 5Y | +60.9% | +175.6% | -114.7% | +29.3% |
| All | +60.9% | +177.1% | -116.1% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling