+47.8%
APH vs VLTO
-8.3%
+56.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | +5.0% | -2.3% | +7.2% | +5.3% |
| 30D | -3.9% | -0.9% | -3.0% | -3.8% |
| 3M | +13.0% | +13.8% | -0.8% | +7.2% |
| 6M | +25.2% | +2.0% | +23.1% | +24.8% |
| YTD | +22.9% | -3.2% | +26.1% | +24.3% |
| 1Y | +47.8% | -9.2% | +57.0% | +48.8% |
| All | +47.8% | -8.3% | +56.1% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded VLTO 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling