+42.7%
VXUS vs APA
+71.7%
-29.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.1% |
| 7D | -1.8% | -15.5% | +13.7% | -0.2% |
| 30D | -4.6% | +2.4% | -7.0% | -4.9% |
| 3M | -6.1% | +22.8% | -28.9% | -8.4% |
| 6M | -4.9% | +17.9% | -22.8% | -7.1% |
| YTD | +8.1% | +87.7% | -79.6% | -1.9% |
| 1Y | +12.1% | +94.2% | -82.1% | +1.1% |
| 3Y | +63.9% | +27.2% | +36.7% | +52.8% |
| All | +42.7% | +71.7% | -29.0% | +24.4% |
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