+124.7%
VGT vs APA
+9.4%
+115.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | +1.8% | -1.7% | +3.5% | +2.0% |
| 30D | -0.3% | +15.7% | -16.1% | -1.9% |
| 3M | +3.4% | +16.5% | -13.1% | +1.5% |
| 6M | +35.0% | +35.1% | -0.1% | +28.2% |
| YTD | +28.8% | +82.2% | -53.5% | +15.8% |
| 1Y | +38.0% | +102.5% | -64.5% | +20.8% |
| All | +124.7% | +9.4% | +115.3% | +87.7% |
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