+943.1%
VTI vs APA
+199.4%
+743.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.8% |
| 7D | +3.4% | +9.6% | -6.3% | +1.4% |
| 30D | -2.3% | -0.2% | -2.1% | -2.5% |
| 3M | -2.2% | +19.8% | -22.0% | -6.3% |
| 6M | +3.3% | +30.1% | -26.8% | -3.6% |
| YTD | +12.1% | +100.4% | -88.3% | -6.0% |
| 1Y | +12.2% | +105.2% | -93.0% | -6.6% |
| 3Y | +78.0% | +44.6% | +33.4% | +53.7% |
| 5Y | +65.2% | +88.8% | -23.6% | +27.7% |
| 10Y | +292.2% | +6.6% | +285.6% | +175.0% |
| All | +943.1% | +199.4% | +743.8% | +379.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling