+35.7%
APH vs VNQ
+6.6%
+29.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.1% |
| 7D | -2.2% | -2.6% | +0.4% | -1.5% |
| 30D | -4.0% | -2.3% | -1.7% | -3.5% |
| 3M | +7.7% | -2.8% | +10.5% | +7.4% |
| 6M | +17.8% | +2.5% | +15.3% | +11.5% |
| YTD | +19.2% | +8.4% | +10.7% | +10.3% |
| 1Y | +35.7% | +6.8% | +28.9% | +25.3% |
| All | +35.7% | +6.6% | +29.1% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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