+42.7%
VXUS vs APD
+11.0%
+31.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.5% |
| 7D | -1.8% | -3.7% | +1.9% | -0.8% |
| 30D | -4.6% | +9.6% | -14.2% | -6.8% |
| 3M | -6.1% | +1.6% | -7.7% | -6.6% |
| 6M | -4.9% | +2.2% | -7.1% | -5.7% |
| YTD | +8.1% | +25.9% | -17.8% | +0.7% |
| 1Y | +12.1% | +20.1% | -8.1% | +5.7% |
| 3Y | +63.9% | +12.4% | +51.5% | +55.1% |
| All | +42.7% | +11.0% | +31.7% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling