-26.3%
APH vs VSH
+118.1%
-144.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.5% | -52.3% | -48.7% |
| 7D | -48.7% | +0.2% | -48.9% | -49.1% |
| 30D | -51.9% | -4.2% | -47.8% | -51.8% |
| 3M | -43.6% | -50.0% | +6.4% | -34.5% |
| 6M | -37.5% | +80.2% | -117.7% | -49.5% |
| YTD | -38.6% | +121.1% | -159.7% | -53.0% |
| 1Y | -26.3% | +112.0% | -138.3% | -42.8% |
| All | -26.3% | +118.1% | -144.5% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling