+278.0%
APH vs VSH
+32.2%
+245.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.4% | -1.4% |
| 7D | -5.0% | -1.6% | -3.5% | -4.7% |
| 30D | -8.4% | -21.3% | +12.9% | -2.3% |
| 3M | -4.5% | -18.9% | +14.4% | +0.6% |
| 6M | +25.3% | -21.4% | +46.7% | +29.3% |
| YTD | +18.9% | +86.8% | -67.9% | -7.7% |
| 1Y | +11.9% | +85.8% | -73.8% | -13.1% |
| 3Y | +278.0% | +30.1% | +247.8% | +222.5% |
| All | +278.0% | +32.2% | +245.8% | +222.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling