+2,072.9%
VGT vs APA
+82.5%
+1,990.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.0% |
| 7D | +2.5% | +8.5% | -6.1% | +0.8% |
| 30D | -9.5% | +2.8% | -12.3% | -10.2% |
| 3M | -9.5% | +21.7% | -31.2% | -13.3% |
| 6M | -1.8% | +32.6% | -34.4% | -8.2% |
| YTD | +18.4% | +103.7% | -85.3% | +0.1% |
| 1Y | +18.7% | +101.8% | -83.1% | +0.4% |
| 3Y | +103.8% | +48.1% | +55.8% | +76.8% |
| 5Y | +104.4% | +91.9% | +12.5% | +60.6% |
| 10Y | +716.9% | +8.4% | +708.5% | +488.1% |
| All | +2,072.9% | +82.5% | +1,990.4% | +1,183.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling