+40.2%
APH vs VSH
+112.8%
-72.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | +1.6% | +3.5% | -1.9% | +0.7% |
| 30D | -3.0% | -4.4% | +1.4% | -1.9% |
| 3M | +5.7% | -45.8% | +51.6% | +21.2% |
| 6M | +20.0% | +90.1% | -70.2% | -4.4% |
| YTD | +20.8% | +120.3% | -99.5% | -7.7% |
| 1Y | +40.2% | +112.2% | -72.0% | +8.7% |
| All | +40.2% | +112.8% | -72.5% | +8.7% |
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