+73.7%
VTI vs APD
+25.2%
+48.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | -0.4% | -4.6% | +4.2% | +1.1% |
| 30D | -1.6% | -4.2% | +2.6% | -0.4% |
| 3M | +3.6% | +5.0% | -1.4% | +1.7% |
| 6M | +13.0% | +8.9% | +4.1% | +9.4% |
| YTD | +12.7% | +21.9% | -9.2% | +4.8% |
| 1Y | +18.4% | +5.6% | +12.8% | +15.2% |
| 3Y | +76.4% | +6.9% | +69.6% | +68.6% |
| 5Y | +73.7% | +25.3% | +48.3% | +41.5% |
| All | +73.7% | +25.2% | +48.5% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling