+8,258.3%
APH vs VGT
+2,035.6%
+6,222.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.4% | +2.8% | +2.8% |
| 7D | -5.9% | -7.2% | +1.3% | +1.2% |
| 30D | -14.8% | -16.1% | +1.3% | +1.1% |
| 3M | -12.4% | -9.2% | -3.3% | -3.6% |
| 6M | +8.1% | -0.7% | +8.8% | +8.9% |
| YTD | +10.9% | +15.6% | -4.6% | -3.2% |
| 1Y | +8.8% | +14.4% | -5.6% | -3.9% |
| 3Y | +262.1% | +105.2% | +156.8% | +83.2% |
| 5Y | +283.1% | +100.0% | +183.1% | +92.4% |
| 10Y | +908.1% | +712.1% | +196.0% | +10.3% |
| All | +8,258.3% | +2,035.6% | +6,222.7% | +209.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling