+355.9%
APH vs VGT
+133.3%
+222.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.6% |
| 7D | +5.0% | +1.0% | +4.0% | +4.0% |
| 30D | -3.9% | +1.3% | -5.2% | -5.0% |
| 3M | +13.0% | -1.1% | +14.1% | +14.0% |
| 6M | +25.2% | +32.6% | -7.5% | -1.9% |
| YTD | +22.9% | +29.0% | -6.1% | -1.2% |
| 1Y | +47.8% | +39.7% | +8.1% | +11.5% |
| 3Y | +283.0% | +120.9% | +162.1% | +104.6% |
| All | +355.9% | +133.3% | +222.6% | +126.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling