-26.3%
APH vs VSXY
+224.6%
-250.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -11.5% | -36.3% | -45.8% |
| 7D | -48.7% | -15.8% | -32.9% | -46.5% |
| 30D | -51.9% | -15.9% | -36.0% | -49.9% |
| 3M | -43.6% | +3.4% | -46.9% | -42.4% |
| 6M | -37.5% | +25.9% | -63.4% | -38.9% |
| YTD | -38.6% | +39.5% | -78.1% | -40.7% |
| 1Y | -26.3% | +194.4% | -220.7% | -35.4% |
| All | -26.3% | +224.6% | -250.9% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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