+2,110.3%
VGT vs APA
+79.6%
+2,030.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.5% | -0.9% |
| 7D | +5.6% | +9.6% | -4.0% | +3.8% |
| 30D | -10.6% | -0.2% | -10.4% | -10.7% |
| 3M | -6.9% | +19.8% | -26.7% | -10.6% |
| 6M | +0.9% | +30.1% | -29.1% | -5.3% |
| YTD | +20.4% | +100.4% | -80.0% | +2.1% |
| 1Y | +17.4% | +105.2% | -87.8% | -1.2% |
| 3Y | +106.3% | +44.6% | +61.7% | +79.8% |
| 5Y | +107.9% | +88.8% | +19.1% | +63.9% |
| 10Y | +730.9% | +6.6% | +724.3% | +500.2% |
| All | +2,110.3% | +79.6% | +2,030.7% | +1,209.7% |
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 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