+2,723.0%
VRT vs APA
+19.6%
+2,703.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.2% | +7.5% | +4.9% |
| 7D | +9.1% | +0.5% | +8.6% | +8.9% |
| 30D | +0.9% | +23.4% | -22.5% | -3.1% |
| 3M | -13.4% | +12.7% | -26.1% | -15.9% |
| 6M | +11.7% | +39.4% | -27.7% | +2.9% |
| YTD | +73.2% | +79.0% | -5.7% | +51.5% |
| 1Y | +123.4% | +88.8% | +34.6% | +92.1% |
| 3Y | +606.2% | +6.4% | +599.8% | +553.3% |
| 5Y | +899.9% | +153.0% | +746.9% | +687.7% |
| All | +2,723.0% | +19.6% | +2,703.5% | +1,648.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling