+50.8%
APH vs VIG
+15.8%
+35.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.7% |
| 7D | +5.0% | -0.4% | +5.4% | +5.7% |
| 30D | -3.9% | -1.0% | -2.9% | -2.4% |
| 3M | +13.0% | +2.8% | +10.2% | +7.0% |
| 6M | +25.2% | +8.2% | +17.0% | +7.3% |
| YTD | +22.9% | +11.0% | +11.9% | +1.3% |
| All | +50.8% | +15.8% | +35.0% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling