+12.8%
VG vs APD
+6.0%
+6.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +1.7% | -2.2% | +3.9% | +2.0% |
| 30D | +16.0% | +2.1% | +13.9% | +15.6% |
| 3M | +9.7% | +7.2% | +2.6% | +8.4% |
| 6M | +29.6% | +11.2% | +18.3% | +26.2% |
| YTD | +112.0% | +24.4% | +87.6% | +102.3% |
| 1Y | +12.8% | +6.7% | +6.1% | +1.3% |
| All | +12.8% | +6.0% | +6.8% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling