+54.4%
VXUS vs APA
+156.4%
-102.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +0.8% |
| 7D | +1.0% | +0.5% | +0.5% | +0.9% |
| 30D | +2.2% | +23.4% | -21.2% | -0.2% |
| 3M | +3.0% | +12.7% | -9.7% | +1.4% |
| 6M | +10.7% | +39.4% | -28.8% | +5.0% |
| YTD | +17.8% | +79.0% | -61.1% | +7.7% |
| 1Y | +27.6% | +88.8% | -61.2% | +15.2% |
| 3Y | +73.3% | +6.4% | +66.9% | +66.0% |
| All | +54.4% | +156.4% | -102.0% | +25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling