+61,451.9%
APH vs VSH
+1,486.2%
+59,965.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.5% | -52.3% | -49.3% |
| 7D | -48.7% | +0.2% | -48.9% | -49.5% |
| 30D | -51.9% | -4.2% | -47.8% | -52.1% |
| 3M | -43.6% | -50.0% | +6.4% | -31.3% |
| 6M | -37.5% | +80.2% | -117.7% | -52.3% |
| YTD | -38.6% | +121.1% | -159.7% | -56.7% |
| 1Y | -26.3% | +112.0% | -138.3% | -47.7% |
| 3Y | +89.2% | +22.5% | +66.7% | +54.7% |
| 5Y | +119.8% | +64.0% | +55.8% | +60.5% |
| 10Y | +454.3% | +170.4% | +283.9% | +225.9% |
| All | +61,451.9% | +1,486.2% | +59,965.8% | +22,661.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling