+9,104.6%
APH vs VNQ
+392.5%
+8,712.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.2% |
| 7D | +5.0% | -1.3% | +6.2% | +5.7% |
| 30D | -3.9% | -2.9% | -0.9% | -2.3% |
| 3M | +13.0% | +0.8% | +12.2% | +11.8% |
| 6M | +25.2% | +2.5% | +22.7% | +22.8% |
| YTD | +22.9% | +10.6% | +12.3% | +15.4% |
| 1Y | +47.8% | +9.1% | +38.8% | +39.8% |
| 3Y | +283.0% | +31.0% | +252.0% | +222.4% |
| 5Y | +349.7% | +4.9% | +344.7% | +330.2% |
| 10Y | +1,061.2% | +59.5% | +1,001.8% | +768.7% |
| All | +9,104.6% | +392.5% | +8,712.0% | +3,263.8% |
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