+142.2%
VXUS vs APD
+188.9%
-46.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | +0.5% | -0.2% | +0.7% | +0.6% |
| 30D | -2.5% | +11.0% | -13.6% | -6.1% |
| 3M | -4.6% | +2.0% | -6.6% | -5.4% |
| 6M | -2.6% | +7.1% | -9.7% | -5.5% |
| YTD | +10.4% | +29.8% | -19.4% | -0.8% |
| 1Y | +12.9% | +24.0% | -11.2% | +2.8% |
| 3Y | +68.4% | +27.2% | +41.2% | +47.5% |
| 5Y | +47.7% | +12.8% | +34.9% | +33.0% |
| 10Y | +142.2% | +185.0% | -42.8% | +36.9% |
| All | +142.2% | +188.9% | -46.7% | +36.9% |
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