+113.0%
VWO vs APD
+166.7%
-53.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +0.9% |
| 7D | -1.8% | -3.3% | +1.5% | -0.7% |
| 30D | -0.1% | -4.2% | +4.1% | +1.3% |
| 3M | +2.2% | +5.4% | -3.2% | -0.1% |
| 6M | +8.8% | +6.3% | +2.5% | +5.7% |
| YTD | +12.4% | +20.3% | -7.9% | +4.2% |
| 1Y | +15.6% | +1.6% | +14.0% | +13.4% |
| 3Y | +62.5% | +4.0% | +58.5% | +54.1% |
| 5Y | +34.3% | +23.3% | +10.9% | +15.2% |
| All | +113.0% | +166.7% | -53.6% | +19.2% |
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