+32.1%
VSH vs APD
+29.7%
+2.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.3% |
| 7D | +14.3% | +3.8% | +10.5% | +12.4% |
| 30D | -7.9% | +8.2% | -16.1% | -11.3% |
| 3M | -19.9% | +4.3% | -24.1% | -21.6% |
| 6M | -30.5% | +4.7% | -35.2% | -32.5% |
| YTD | +85.7% | +31.5% | +54.1% | +57.7% |
| 1Y | +98.9% | +23.5% | +75.4% | +74.6% |
| 3Y | +32.1% | +29.1% | +3.0% | +17.2% |
| All | +32.1% | +29.7% | +2.4% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling