+8,732.4%
APH vs VNQ
+402.0%
+8,330.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | -1.0% | +1.4% | +1.1% |
| 30D | -8.0% | +6.2% | -14.2% | -11.3% |
| 3M | -5.0% | +1.5% | -6.5% | -6.0% |
| 6M | +29.9% | +2.1% | +27.8% | +27.5% |
| YTD | +18.0% | +12.8% | +5.2% | +9.4% |
| 1Y | +11.3% | +10.4% | +0.9% | +4.5% |
| 3Y | +274.9% | +44.4% | +230.5% | +198.4% |
| 5Y | +300.6% | +7.4% | +293.2% | +277.8% |
| 10Y | +944.2% | +84.0% | +860.3% | +623.0% |
| All | +8,732.4% | +402.0% | +8,330.4% | +3,088.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling