+288.5%
APH vs VO
+65.0%
+223.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.7% | +5.5% | +4.4% |
| 7D | +1.1% | -0.1% | +1.2% | +1.6% |
| 30D | -7.5% | +0.5% | -8.0% | -7.8% |
| 3M | -4.4% | -1.0% | -3.4% | -2.6% |
| 6M | +26.5% | +6.4% | +20.0% | +17.3% |
| YTD | +20.0% | +13.6% | +6.5% | +2.7% |
| 1Y | +16.9% | +14.5% | +2.4% | -0.8% |
| 3Y | +288.5% | +67.2% | +221.3% | +127.3% |
| All | +288.5% | +65.0% | +223.5% | +127.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling