+2.7%
VUG vs APD
+21.8%
-19.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.7% | +2.8% |
| 7D | +0.5% | -1.6% | +2.1% | +0.5% |
| 30D | -8.2% | +10.6% | -18.8% | -8.0% |
| 3M | -5.4% | +2.5% | -8.0% | -5.3% |
| 6M | -2.5% | +6.0% | -8.5% | -2.6% |
| YTD | +4.2% | +28.4% | -24.2% | +3.9% |
| All | +2.7% | +21.8% | -19.1% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling