+728.4%
VGT vs APA
+8.7%
+719.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -1.9% |
| 7D | +2.5% | +8.5% | -6.1% | +1.3% |
| 30D | -9.5% | +2.8% | -12.3% | -10.0% |
| 3M | -9.5% | +21.7% | -31.2% | -12.2% |
| 6M | -1.8% | +32.6% | -34.4% | -6.2% |
| YTD | +18.4% | +103.7% | -85.3% | +5.1% |
| 1Y | +18.7% | +101.8% | -83.1% | +5.4% |
| 3Y | +103.8% | +48.1% | +55.8% | +83.6% |
| 5Y | +104.4% | +91.9% | +12.5% | +73.2% |
| All | +728.4% | +8.7% | +719.7% | +531.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling