+73.7%
VTI vs APA
+177.1%
-103.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.9% |
| 7D | -0.4% | +0.3% | -0.7% | -0.4% |
| 30D | -1.6% | +9.3% | -10.9% | -2.9% |
| 3M | +3.6% | +23.3% | -19.8% | +0.2% |
| 6M | +13.0% | +39.5% | -26.5% | +6.2% |
| YTD | +12.7% | +87.6% | -74.9% | +0.4% |
| 1Y | +18.4% | +114.2% | -95.9% | +2.4% |
| 3Y | +76.4% | +13.6% | +62.9% | +64.0% |
| 5Y | +73.7% | +175.6% | -101.9% | +35.4% |
| All | +73.7% | +177.1% | -103.4% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 5y: compounded portfolio wealth divided by compounded APA 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…
5y analysis · Full analysis span regression · 6 months rolling