+352.5%
APH vs VNQ
+5.0%
+347.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | +0.2% |
| 7D | +1.6% | -0.9% | +2.5% | +2.2% |
| 30D | -3.0% | -2.2% | -0.8% | -1.6% |
| 3M | +5.7% | -1.9% | +7.7% | +6.3% |
| 6M | +20.0% | +3.2% | +16.7% | +16.4% |
| YTD | +20.8% | +9.4% | +11.4% | +12.7% |
| 1Y | +40.2% | +7.5% | +32.7% | +32.2% |
| 3Y | +288.1% | +31.1% | +257.0% | +210.8% |
| 5Y | +352.5% | +6.6% | +346.0% | +339.4% |
| All | +352.5% | +5.0% | +347.6% | +339.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling