+407.5%
VUG vs APD
+191.6%
+215.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.6% | -0.4% |
| 7D | +4.4% | +2.2% | +2.2% | +3.5% |
| 30D | -7.3% | +9.4% | -16.8% | -10.8% |
| 3M | -4.2% | +4.7% | -8.9% | -6.2% |
| 6M | -1.6% | +5.5% | -7.1% | -4.4% |
| YTD | +4.9% | +31.4% | -26.5% | -8.0% |
| 1Y | +3.8% | +24.1% | -20.3% | -7.0% |
| 3Y | +79.4% | +28.8% | +50.7% | +52.5% |
| 5Y | +63.9% | +15.8% | +48.1% | +42.8% |
| All | +407.5% | +191.6% | +215.9% | +161.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling