+310.3%
APH vs VO
+36.6%
+273.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.7% | +5.5% | +5.0% |
| 7D | +1.1% | -0.1% | +1.2% | +1.6% |
| 30D | -7.5% | +0.5% | -8.0% | -7.7% |
| 3M | -4.4% | -1.0% | -3.4% | -2.8% |
| 6M | +26.5% | +6.4% | +20.0% | +18.8% |
| YTD | +20.0% | +13.6% | +6.5% | +5.4% |
| 1Y | +16.9% | +14.5% | +2.4% | +1.8% |
| 3Y | +288.5% | +67.2% | +221.3% | +131.8% |
| All | +310.3% | +36.6% | +273.7% | +193.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling