-51.4%
VG vs APA
+102.8%
-154.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.6% | -2.1% |
| 7D | -22.0% | -15.5% | -6.5% | -9.8% |
| 30D | -11.6% | +2.4% | -14.0% | -12.7% |
| 3M | -14.9% | +22.8% | -37.7% | -28.2% |
| 6M | -3.5% | +17.9% | -21.5% | -15.0% |
| YTD | +70.0% | +87.7% | -17.7% | +10.5% |
| 1Y | +50.0% | +94.2% | -44.2% | -5.5% |
| All | -51.4% | +102.8% | -154.2% | -72.2% |
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