+100.8%
APH vs VLTO
+27.2%
+73.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.3% | -45.5% | -46.8% |
| 7D | -48.7% | -2.1% | -46.6% | -47.8% |
| 30D | -51.9% | -0.9% | -51.1% | -51.3% |
| 3M | -43.6% | +13.8% | -57.4% | -46.6% |
| 6M | -37.5% | +2.0% | -39.5% | -37.8% |
| YTD | -38.6% | -3.2% | -35.4% | -37.4% |
| 1Y | -26.3% | -9.2% | -17.2% | -22.9% |
| All | +100.8% | +27.2% | +73.6% | +89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling