+7.8%
APH vs VG
-39.3%
+47.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.5% | -46.3% | -47.7% |
| 7D | -48.7% | -0.4% | -48.3% | -48.7% |
| 30D | -51.9% | +16.0% | -67.9% | -52.3% |
| 3M | -43.6% | +9.7% | -53.3% | -43.8% |
| 6M | -37.5% | +29.6% | -67.1% | -39.8% |
| YTD | -38.6% | +112.0% | -150.7% | -45.2% |
| 1Y | -26.3% | +12.8% | -39.1% | -28.5% |
| All | +7.8% | -39.3% | +47.2% | +17.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling