+16.4%
APH vs VST
-35.7%
+52.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -13.8% | +7.7% | -0.3% |
| 7D | -2.4% | -15.7% | +13.3% | +4.6% |
| 30D | -9.5% | -17.0% | +7.5% | -2.7% |
| 3M | -7.6% | -15.9% | +8.3% | -1.3% |
| 6M | +12.4% | -25.0% | +37.4% | +24.9% |
| YTD | +17.5% | -25.1% | +42.6% | +27.9% |
| 1Y | +16.4% | -34.9% | +51.3% | +34.3% |
| All | +16.4% | -35.7% | +52.1% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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