+654.4%
VRT vs APA
+94.1%
+560.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -4.0% |
| 7D | +10.5% | +8.5% | +2.0% | +8.4% |
| 30D | -9.3% | +2.8% | -12.1% | -9.9% |
| 3M | -29.6% | +21.7% | -51.3% | -33.0% |
| 6M | -45.4% | +32.6% | -78.0% | -49.7% |
| YTD | +24.8% | +103.7% | -78.9% | -0.6% |
| 1Y | +23.6% | +101.8% | -78.2% | -1.6% |
| 3Y | +379.7% | +48.1% | +331.6% | +288.3% |
| All | +654.4% | +94.1% | +560.3% | +466.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling