+76.5%
VUG vs APD
+27.6%
+49.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | -0.1% | -2.2% | +2.1% | +0.6% |
| 30D | -0.3% | +2.1% | -2.4% | -1.0% |
| 3M | -0.7% | +7.2% | -7.9% | -3.2% |
| 6M | +14.6% | +11.2% | +3.4% | +10.1% |
| YTD | +9.0% | +24.4% | -15.4% | +0.5% |
| 1Y | +14.9% | +6.7% | +8.2% | +11.4% |
| 3Y | +86.0% | +9.2% | +76.8% | +76.1% |
| All | +76.5% | +27.6% | +49.0% | +38.6% |
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