+88.0%
APH vs VG
-51.4%
+139.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.0% | -5.3% | -9.1% |
| 7D | -12.7% | -22.0% | +9.3% | -11.7% |
| 30D | -19.2% | -14.7% | -4.4% | -18.6% |
| 3M | -16.7% | -7.1% | -9.6% | -16.5% |
| 6M | +5.1% | -11.2% | +16.3% | +5.2% |
| YTD | +6.6% | +69.8% | -63.3% | -4.0% |
| 1Y | +3.9% | +49.9% | -46.0% | -5.0% |
| All | +88.0% | -51.4% | +139.4% | +107.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling