+158.3%
VEA vs APD
+168.7%
-10.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -2.1% | -3.5% | +1.4% | -0.8% |
| 30D | -1.1% | -5.1% | +4.0% | +0.8% |
| 3M | +5.1% | +6.9% | -1.8% | +2.1% |
| 6M | +9.8% | +8.1% | +1.7% | +5.9% |
| YTD | +15.9% | +21.2% | -5.3% | +6.7% |
| 1Y | +24.6% | +4.9% | +19.7% | +20.6% |
| 3Y | +75.5% | +6.3% | +69.2% | +64.4% |
| 5Y | +59.4% | +24.3% | +35.1% | +36.0% |
| All | +158.3% | +168.7% | -10.4% | +51.4% |
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