+4,208.7%
APH vs VO
+827.2%
+3,381.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.3% | -48.1% | -48.1% |
| 7D | -48.7% | -1.0% | -47.7% | -48.3% |
| 30D | -51.9% | -0.3% | -51.6% | -51.9% |
| 3M | -43.6% | +2.9% | -46.5% | -45.3% |
| 6M | -37.5% | +9.3% | -46.9% | -43.1% |
| YTD | -38.6% | +14.2% | -52.8% | -46.5% |
| 1Y | -26.3% | +15.3% | -41.6% | -36.4% |
| 3Y | +89.2% | +56.2% | +33.0% | +19.4% |
| 5Y | +119.8% | +42.4% | +77.4% | +52.9% |
| 10Y | +454.3% | +194.7% | +259.5% | +76.1% |
| All | +4,208.7% | +827.2% | +3,381.5% | +271.8% |
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 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