+270.9%
APH vs VGT
+103.6%
+167.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -0.1% |
| 7D | +4.9% | +2.5% | +2.4% | +2.4% |
| 30D | -5.4% | -9.5% | +4.1% | +4.5% |
| 3M | -5.5% | -9.5% | +4.0% | +4.7% |
| 6M | +25.9% | -1.8% | +27.7% | +28.9% |
| YTD | +16.4% | +18.4% | -2.0% | -1.5% |
| 1Y | +16.5% | +18.7% | -2.3% | -1.4% |
| 3Y | +270.9% | +103.8% | +167.0% | +110.0% |
| All | +270.9% | +103.6% | +167.3% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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