+60.9%
VEA vs APD
+25.2%
+35.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.6% |
| 7D | +0.3% | -4.6% | +4.9% | +1.6% |
| 30D | +0.4% | -4.2% | +4.6% | +1.6% |
| 3M | +4.8% | +5.0% | -0.2% | +3.1% |
| 6M | +11.3% | +8.9% | +2.3% | +8.1% |
| YTD | +17.4% | +21.9% | -4.5% | +10.0% |
| 1Y | +26.2% | +5.6% | +20.6% | +23.2% |
| 3Y | +77.7% | +6.9% | +70.9% | +70.5% |
| 5Y | +60.9% | +25.3% | +35.6% | +33.7% |
| All | +60.9% | +25.2% | +35.7% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling