+1,059.7%
APH vs VO
+194.3%
+865.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.1% |
| 7D | +5.0% | -0.3% | +5.2% | +5.2% |
| 30D | -3.9% | -0.3% | -3.5% | -3.5% |
| 3M | +13.0% | +2.9% | +10.0% | +9.8% |
| 6M | +25.2% | +9.3% | +15.8% | +14.5% |
| YTD | +22.9% | +14.2% | +8.7% | +7.7% |
| 1Y | +47.8% | +15.3% | +32.6% | +28.3% |
| 3Y | +283.0% | +56.2% | +226.8% | +146.4% |
| 5Y | +349.7% | +42.4% | +307.2% | +217.7% |
| All | +1,059.7% | +194.3% | +865.5% | +320.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling