+789.2%
VGT vs APD
+168.7%
+620.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.0% | -3.5% | +2.4% | +0.6% |
| 30D | -0.4% | -5.1% | +4.6% | +1.8% |
| 3M | +6.6% | +6.9% | -0.2% | +2.8% |
| 6M | +31.0% | +8.1% | +23.0% | +25.1% |
| YTD | +27.2% | +21.2% | +6.0% | +14.4% |
| 1Y | +34.5% | +4.9% | +29.6% | +28.6% |
| 3Y | +123.1% | +6.3% | +116.8% | +104.6% |
| 5Y | +135.1% | +24.3% | +110.8% | +91.9% |
| All | +789.2% | +168.7% | +620.6% | +342.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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