+16.5%
APH vs VMC
-5.0%
+21.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.6% |
| 7D | +4.9% | -1.3% | +6.1% | +5.3% |
| 30D | -5.4% | +15.5% | -20.9% | -9.6% |
| 3M | -5.5% | +0.6% | -6.0% | -5.5% |
| 6M | +25.9% | +2.1% | +23.8% | +22.5% |
| YTD | +16.4% | -1.6% | +17.9% | +9.8% |
| 1Y | +16.5% | -1.2% | +17.7% | +9.6% |
| All | +16.5% | -5.0% | +21.4% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling