+99.3%
VSH vs APD
+23.7%
+75.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -5.0% | -4.7% |
| 7D | +26.2% | +2.2% | +24.0% | +25.6% |
| 30D | -12.5% | +9.4% | -21.9% | -13.8% |
| 3M | -16.9% | +4.7% | -21.6% | -17.6% |
| 6M | -17.0% | +5.5% | -22.4% | -17.0% |
| YTD | +93.8% | +31.4% | +62.4% | +79.9% |
| 1Y | +99.3% | +24.1% | +75.2% | +88.8% |
| All | +99.3% | +23.7% | +75.7% | +88.8% |
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