+2,826.7%
VRT vs APA
+21.8%
+2,804.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.8% | +3.3% |
| 7D | +13.6% | -1.7% | +15.3% | +13.9% |
| 30D | +6.8% | +15.7% | -9.0% | +3.7% |
| 3M | -3.2% | +16.5% | -19.7% | -6.6% |
| 6M | +20.3% | +35.1% | -14.8% | +11.6% |
| YTD | +79.6% | +82.2% | -2.6% | +56.6% |
| 1Y | +139.0% | +102.5% | +36.5% | +102.8% |
| 3Y | +644.6% | +10.3% | +634.3% | +584.4% |
| 5Y | +1,024.4% | +166.1% | +858.2% | +778.4% |
| All | +2,826.7% | +21.8% | +2,804.9% | +1,707.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling