+1,062.4%
APH vs ITOT
+293.9%
+768.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | +1.6% | -0.4% | +2.0% | +2.1% |
| 30D | -3.0% | -1.6% | -1.4% | -1.2% |
| 3M | +5.7% | +3.5% | +2.2% | +1.9% |
| 6M | +20.0% | +13.1% | +6.9% | +5.0% |
| YTD | +20.8% | +12.7% | +8.1% | +6.5% |
| 1Y | +40.2% | +18.3% | +21.9% | +17.6% |
| 3Y | +288.1% | +76.4% | +211.7% | +115.6% |
| 5Y | +352.5% | +73.8% | +278.8% | +155.9% |
| 10Y | +1,062.4% | +301.2% | +761.2% | +191.7% |
| All | +1,062.4% | +293.9% | +768.6% | +191.7% |
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