+883.4%
APH vs VO
+196.6%
+686.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.3% | +4.3% |
| 7D | -5.9% | -2.6% | -3.4% | -3.1% |
| 30D | -14.8% | -0.9% | -13.9% | -13.7% |
| 3M | -12.4% | -3.0% | -9.4% | -9.2% |
| 6M | +8.1% | +2.2% | +5.9% | +6.4% |
| YTD | +10.9% | +10.6% | +0.4% | +0.9% |
| 1Y | +8.8% | +12.5% | -3.7% | -2.8% |
| 3Y | +262.1% | +61.4% | +200.7% | +126.4% |
| 5Y | +283.1% | +33.4% | +249.7% | +190.4% |
| All | +883.4% | +196.6% | +686.8% | +265.3% |
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