+2,826.7%
VRT vs APD
+124.4%
+2,702.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +4.2% |
| 7D | +13.6% | -2.5% | +16.1% | +14.7% |
| 30D | +6.8% | -1.9% | +8.7% | +7.4% |
| 3M | -3.2% | +8.2% | -11.5% | -7.3% |
| 6M | +20.3% | +10.7% | +9.6% | +14.1% |
| YTD | +79.6% | +22.9% | +56.7% | +62.0% |
| 1Y | +139.0% | +5.8% | +133.2% | +129.0% |
| 3Y | +644.6% | +7.8% | +636.8% | +596.0% |
| 5Y | +1,024.4% | +26.1% | +998.2% | +866.0% |
| All | +2,826.7% | +124.4% | +2,702.3% | +2,186.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling