+11.9%
APH vs VG
+35.0%
-23.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.8% |
| 7D | -5.0% | -7.7% | +2.7% | -5.6% |
| 30D | -8.4% | -8.8% | +0.5% | -8.9% |
| 3M | -4.5% | -15.6% | +11.1% | -5.5% |
| 6M | +25.3% | +5.2% | +20.1% | +27.8% |
| YTD | +18.9% | +76.9% | -58.0% | +19.0% |
| 1Y | +11.9% | +42.5% | -30.6% | +12.6% |
| All | +11.9% | +35.0% | -23.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling