+12.4%
APH vs VLTO
+34.3%
-21.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.6% | -6.8% | -5.8% |
| 7D | -2.4% | +13.8% | -16.2% | +5.0% |
| 30D | -9.5% | +21.2% | -30.6% | +0.7% |
| 3M | -7.6% | +21.5% | -29.1% | +3.0% |
| 6M | +12.4% | +33.0% | -20.6% | +28.9% |
| All | +12.4% | +34.3% | -21.9% | +28.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling