+8,612.1%
APH vs VNQ
+399.1%
+8,213.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.8% |
| 7D | +4.9% | +0.8% | +4.1% | +4.5% |
| 30D | -5.4% | +6.8% | -12.2% | -9.1% |
| 3M | -5.5% | -1.3% | -4.2% | -4.9% |
| 6M | +25.9% | +2.4% | +23.5% | +23.3% |
| YTD | +16.4% | +12.1% | +4.2% | +8.3% |
| 1Y | +16.5% | +12.0% | +4.5% | +8.4% |
| 3Y | +270.9% | +44.8% | +226.1% | +194.7% |
| 5Y | +289.5% | +6.9% | +282.6% | +268.4% |
| 10Y | +930.0% | +82.9% | +847.1% | +615.5% |
| All | +8,612.1% | +399.1% | +8,213.0% | +3,054.9% |
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