+355.9%
APH vs VIG
+63.1%
+292.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.5% |
| 7D | +5.0% | -0.4% | +5.4% | +5.6% |
| 30D | -3.9% | -1.0% | -2.9% | -2.7% |
| 3M | +13.0% | +2.8% | +10.2% | +8.8% |
| 6M | +25.2% | +8.2% | +17.0% | +12.7% |
| YTD | +22.9% | +11.0% | +11.9% | +7.2% |
| 1Y | +47.8% | +16.1% | +31.7% | +21.6% |
| 3Y | +283.0% | +56.2% | +226.9% | +117.6% |
| All | +355.9% | +63.1% | +292.8% | +147.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling