+112.0%
VSH vs APD
+6.0%
+105.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.4% | +4.6% |
| 7D | +4.1% | -2.2% | +6.3% | +4.5% |
| 30D | -4.2% | +2.1% | -6.3% | -4.6% |
| 3M | -50.0% | +7.2% | -57.1% | -50.8% |
| 6M | +80.2% | +11.2% | +68.9% | +75.9% |
| YTD | +121.1% | +24.4% | +96.7% | +110.7% |
| 1Y | +112.0% | +6.7% | +105.3% | +130.6% |
| All | +112.0% | +6.0% | +105.9% | +130.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling