+125.8%
VGT vs APD
+10.0%
+115.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | +1.8% | -2.5% | +4.3% | +2.2% |
| 30D | -0.3% | -1.9% | +1.6% | -0.1% |
| 3M | +3.4% | +8.2% | -4.9% | +1.7% |
| 6M | +35.0% | +10.7% | +24.2% | +32.0% |
| YTD | +28.8% | +22.9% | +5.8% | +23.2% |
| 1Y | +38.0% | +5.8% | +32.2% | +36.5% |
| 3Y | +125.8% | +7.8% | +118.0% | +121.7% |
| All | +125.8% | +10.0% | +115.8% | +121.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling