+45.9%
VXUS vs APD
+15.4%
+30.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.0% |
| 7D | +2.3% | +2.2% | +0.1% | +1.7% |
| 30D | -2.2% | +9.4% | -11.7% | -4.4% |
| 3M | -5.4% | +4.7% | -10.1% | -6.6% |
| 6M | -1.2% | +5.5% | -6.7% | -2.9% |
| YTD | +10.4% | +31.4% | -21.0% | +1.8% |
| 1Y | +11.8% | +24.1% | -12.3% | +4.6% |
| 3Y | +68.4% | +28.8% | +39.6% | +52.7% |
| 5Y | +45.9% | +15.8% | +30.1% | +27.9% |
| All | +45.9% | +15.4% | +30.4% | +27.9% |
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 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