+2,110.3%
VGT vs APD
+1,093.6%
+1,016.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +5.6% | +2.2% | +3.5% | +4.5% |
| 30D | -10.6% | +9.4% | -20.0% | -14.7% |
| 3M | -6.9% | +4.7% | -11.6% | -9.3% |
| 6M | +0.9% | +5.5% | -4.5% | -2.7% |
| YTD | +20.4% | +31.4% | -11.0% | +2.7% |
| 1Y | +17.4% | +24.1% | -6.7% | +2.5% |
| 3Y | +106.3% | +28.8% | +77.5% | +69.5% |
| 5Y | +107.9% | +15.8% | +92.1% | +76.9% |
| 10Y | +730.9% | +191.6% | +539.3% | +306.0% |
| All | +2,110.3% | +1,093.6% | +1,016.7% | +349.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling