+3,451.8%
APH vs VCLT
+103.4%
+3,348.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +5.0% | -0.5% | +5.5% | +5.1% |
| 30D | -3.9% | -0.9% | -3.0% | -3.7% |
| 3M | +13.0% | -3.2% | +16.2% | +13.7% |
| 6M | +25.2% | -3.8% | +29.0% | +26.1% |
| YTD | +22.9% | -2.0% | +25.0% | +23.5% |
| 1Y | +47.8% | -0.8% | +48.6% | +48.2% |
| 3Y | +283.0% | +12.3% | +270.7% | +276.5% |
| 5Y | +349.7% | -15.4% | +365.1% | +342.4% |
| 10Y | +1,061.2% | +15.7% | +1,045.5% | +1,116.1% |
| All | +3,451.8% | +103.4% | +3,348.4% | +5,302.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded VCLT 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling