+3.9%
APH vs VST
-39.0%
+42.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.2% | -3.2% | -6.6% |
| 7D | -12.7% | -19.9% | +7.2% | -4.1% |
| 30D | -19.2% | -29.7% | +10.5% | -6.5% |
| 3M | -16.7% | -19.6% | +2.9% | -9.1% |
| 6M | +5.1% | -29.4% | +34.5% | +20.1% |
| YTD | +6.6% | -29.7% | +36.3% | +19.4% |
| 1Y | +3.9% | -40.0% | +43.9% | +24.3% |
| All | +3.9% | -39.0% | +42.9% | +24.3% |
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