+160.4%
VEA vs APD
+191.6%
-31.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +1.8% | +2.2% | -0.3% | +1.0% |
| 30D | -0.9% | +9.4% | -10.3% | -4.1% |
| 3M | -5.0% | +4.7% | -9.7% | -6.7% |
| 6M | 0.0% | +5.5% | -5.5% | -2.4% |
| YTD | +12.2% | +31.4% | -19.2% | +0.2% |
| 1Y | +14.7% | +24.1% | -9.4% | +4.4% |
| 3Y | +73.2% | +28.8% | +44.4% | +50.6% |
| 5Y | +53.7% | +15.8% | +37.9% | +36.7% |
| All | +160.4% | +191.6% | -31.2% | +49.8% |
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