+930.0%
APH vs ITOT
+287.5%
+642.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.3% |
| 7D | +4.9% | +2.5% | +2.4% | +2.1% |
| 30D | -5.4% | -1.7% | -3.7% | -3.1% |
| 3M | -5.5% | -3.4% | -2.1% | -1.1% |
| 6M | +25.9% | +2.1% | +23.8% | +24.3% |
| YTD | +16.4% | +11.5% | +4.9% | +4.5% |
| 1Y | +16.5% | +13.6% | +2.9% | +2.6% |
| 3Y | +270.9% | +77.2% | +193.6% | +106.3% |
| 5Y | +289.5% | +64.4% | +225.1% | +135.0% |
| All | +930.0% | +287.5% | +642.5% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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