+2,319.8%
APH vs VIG
+623.5%
+1,696.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | -0.5% | -48.2% | -48.4% |
| 30D | -51.9% | -1.0% | -51.0% | -51.3% |
| 3M | -43.6% | +2.8% | -46.3% | -45.5% |
| 6M | -37.5% | +8.2% | -45.7% | -43.3% |
| YTD | -38.6% | +11.0% | -49.7% | -46.0% |
| 1Y | -26.3% | +16.1% | -42.5% | -38.7% |
| 3Y | +89.2% | +56.2% | +33.0% | +9.3% |
| 5Y | +119.8% | +63.0% | +56.8% | +21.5% |
| 10Y | +454.3% | +241.4% | +212.8% | +17.5% |
| All | +2,319.8% | +623.5% | +1,696.3% | +74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling