+4,882.6%
APH vs VIG
+655.8%
+4,226.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.8% |
| 7D | +0.4% | -0.3% | +0.7% | +1.2% |
| 30D | -8.0% | +4.9% | -12.9% | -13.5% |
| 3M | -5.0% | +2.9% | -7.9% | -8.4% |
| 6M | +29.9% | +11.2% | +18.7% | +13.6% |
| YTD | +18.0% | +16.0% | +2.0% | -1.8% |
| 1Y | +11.3% | +17.0% | -5.6% | -8.2% |
| 3Y | +274.9% | +66.9% | +208.1% | +99.1% |
| 5Y | +300.6% | +65.8% | +234.8% | +116.4% |
| 10Y | +944.2% | +263.6% | +680.6% | +104.3% |
| All | +4,882.6% | +655.8% | +4,226.7% | +240.1% |
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 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