-37.5%
APH vs VST
-7.4%
-30.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +8.7% | -56.5% | -47.6% |
| 7D | -48.7% | +6.8% | -55.5% | -48.2% |
| 30D | -51.9% | +6.2% | -58.1% | -51.3% |
| 3M | -43.6% | -2.7% | -40.8% | -41.4% |
| 6M | -37.5% | -8.4% | -29.2% | -34.6% |
| All | -37.5% | -7.4% | -30.2% | -34.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling