+4,586.0%
APH vs VIG
+630.3%
+3,955.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.6% |
| 7D | -5.9% | -1.8% | -4.2% | -3.8% |
| 30D | -14.8% | +2.7% | -17.5% | -17.8% |
| 3M | -12.4% | 0.0% | -12.4% | -12.5% |
| 6M | +8.1% | +6.8% | +1.3% | -0.5% |
| YTD | +10.9% | +12.1% | -1.1% | -3.6% |
| 1Y | +8.8% | +14.8% | -6.1% | -8.3% |
| 3Y | +262.1% | +62.4% | +199.6% | +98.8% |
| 5Y | +283.1% | +59.6% | +223.6% | +117.1% |
| 10Y | +908.1% | +261.5% | +646.6% | +98.1% |
| All | +4,586.0% | +630.3% | +3,955.7% | +233.8% |
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