+930.0%
APH vs VO
+197.6%
+732.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.8% |
| 7D | +4.9% | +3.1% | +1.8% | +1.6% |
| 30D | -5.4% | +2.2% | -7.6% | -7.3% |
| 3M | -5.5% | -2.5% | -3.0% | -2.4% |
| 6M | +25.9% | +7.0% | +19.0% | +18.1% |
| YTD | +16.4% | +14.0% | +2.4% | +2.5% |
| 1Y | +16.5% | +15.6% | +0.8% | +1.1% |
| 3Y | +270.9% | +66.2% | +204.7% | +124.9% |
| 5Y | +289.5% | +36.6% | +252.9% | +187.9% |
| All | +930.0% | +197.6% | +732.4% | +273.4% |
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