+63.4%
VSH vs APD
+36.4%
+27.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -7.0% | -5.1% |
| 7D | -13.6% | +3.8% | -17.4% | -13.8% |
| 30D | -30.4% | +14.1% | -44.5% | -31.1% |
| 3M | -33.3% | +8.2% | -41.5% | -33.7% |
| 6M | -15.1% | +7.5% | -22.6% | -15.2% |
| YTD | +80.2% | +31.7% | +48.6% | +76.4% |
| 1Y | +63.4% | +35.1% | +28.3% | +59.2% |
| All | +63.4% | +36.4% | +27.0% | +59.2% |
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