+2,267.4%
VGT vs APA
+60.3%
+2,207.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.9% |
| 7D | +1.0% | +0.5% | +0.5% | +0.9% |
| 30D | +1.3% | +23.4% | -22.1% | -3.0% |
| 3M | -1.1% | +12.7% | -13.8% | -4.1% |
| 6M | +32.6% | +39.4% | -6.8% | +22.0% |
| YTD | +29.0% | +79.0% | -50.0% | +12.2% |
| 1Y | +39.7% | +88.8% | -49.1% | +19.3% |
| 3Y | +120.9% | +6.4% | +114.6% | +105.1% |
| 5Y | +133.6% | +153.0% | -19.4% | +72.7% |
| 10Y | +792.6% | +7.5% | +785.0% | +534.0% |
| All | +2,267.4% | +60.3% | +2,207.1% | +1,339.6% |
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