+134.7%
VGT vs APD
+26.2%
+108.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | +1.8% | -2.5% | +4.3% | +2.6% |
| 30D | -0.3% | -1.9% | +1.6% | +0.2% |
| 3M | +3.4% | +8.2% | -4.9% | +0.3% |
| 6M | +35.0% | +10.7% | +24.2% | +29.5% |
| YTD | +28.8% | +22.9% | +5.8% | +18.7% |
| 1Y | +38.0% | +5.8% | +32.2% | +33.9% |
| 3Y | +125.8% | +7.8% | +118.0% | +114.3% |
| 5Y | +134.7% | +26.1% | +108.6% | +84.2% |
| All | +134.7% | +26.2% | +108.5% | +84.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling