+83.1%
VSH vs APD
+21.8%
+61.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.0% | +11.4% | +13.1% |
| 7D | +3.5% | -1.6% | +5.1% | +3.8% |
| 30D | -22.4% | +10.6% | -33.0% | -23.7% |
| 3M | -25.2% | +2.5% | -27.7% | -25.4% |
| 6M | -22.5% | +6.0% | -28.5% | -22.8% |
| YTD | +84.2% | +28.4% | +55.8% | +72.7% |
| All | +83.1% | +21.8% | +61.3% | +73.7% |
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