+7,927.7%
APH vs VO
+799.0%
+7,128.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.5% | -5.8% | -5.5% |
| 7D | -12.7% | -3.3% | -9.4% | -9.3% |
| 30D | -19.2% | -1.8% | -17.3% | -17.3% |
| 3M | -16.7% | -3.4% | -13.3% | -13.2% |
| 6M | +5.1% | +3.0% | +2.1% | +2.6% |
| YTD | +6.6% | +10.7% | -4.2% | -3.4% |
| 1Y | +3.9% | +11.8% | -7.9% | -6.7% |
| 3Y | +246.0% | +60.4% | +185.6% | +113.8% |
| 5Y | +268.0% | +33.6% | +234.4% | +175.5% |
| 10Y | +868.2% | +202.0% | +666.3% | +201.4% |
| All | +7,927.7% | +799.0% | +7,128.7% | +620.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling