+147.0%
VXUS vs APD
+165.5%
-18.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +1.0% | -2.2% | +3.2% | +1.8% |
| 30D | +2.2% | +2.1% | +0.1% | +1.3% |
| 3M | +3.0% | +7.2% | -4.2% | 0.0% |
| 6M | +10.7% | +11.2% | -0.6% | +5.7% |
| YTD | +17.8% | +24.4% | -6.5% | +7.6% |
| 1Y | +27.6% | +6.7% | +20.9% | +22.8% |
| 3Y | +73.3% | +9.2% | +64.1% | +60.9% |
| 5Y | +54.3% | +27.4% | +27.0% | +30.7% |
| All | +147.0% | +165.5% | -18.5% | +44.7% |
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