+282.2%
APH vs VGT
+99.2%
+183.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.4% | +2.8% | +2.9% |
| 7D | -5.9% | -7.2% | +1.3% | +0.5% |
| 30D | -14.8% | -16.1% | +1.3% | -0.6% |
| 3M | -12.4% | -9.2% | -3.3% | -4.4% |
| 6M | +8.1% | -0.7% | +8.8% | +9.2% |
| YTD | +10.9% | +15.6% | -4.6% | -1.5% |
| 1Y | +8.8% | +14.4% | -5.6% | -2.3% |
| 3Y | +262.1% | +105.2% | +156.8% | +108.8% |
| All | +282.2% | +99.2% | +183.0% | +117.9% |
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