+77.7%
VUG vs APD
+11.7%
+66.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | -3.4% | -3.7% | +0.3% | -2.9% |
| 30D | -11.1% | +9.6% | -20.7% | -12.3% |
| 3M | -7.2% | +1.6% | -8.9% | -7.5% |
| 6M | -4.1% | +2.2% | -6.3% | -4.6% |
| YTD | +1.4% | +25.9% | -24.5% | -2.9% |
| 1Y | +1.9% | +20.1% | -18.2% | -1.7% |
| 3Y | +77.7% | +12.4% | +65.3% | +72.1% |
| All | +77.7% | +11.7% | +66.1% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling