+68.0%
VXUS vs APA
+45.9%
+22.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.1% |
| 7D | +2.1% | +8.5% | -6.4% | +1.8% |
| 30D | -1.1% | +2.8% | -3.9% | -1.3% |
| 3M | -5.6% | +21.7% | -27.3% | -6.7% |
| 6M | -2.3% | +32.6% | -34.9% | -4.0% |
| YTD | +10.4% | +103.7% | -93.4% | +2.3% |
| 1Y | +13.1% | +101.8% | -88.8% | +4.9% |
| 3Y | +68.0% | +48.1% | +19.9% | +55.5% |
| All | +68.0% | +45.9% | +22.1% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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