+377.7%
APH vs VSXY
+101.4%
+276.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | -5.0% | +10.2% | -15.2% | -6.2% |
| 30D | -8.4% | +33.6% | -42.0% | -11.7% |
| 3M | -4.5% | +10.8% | -15.3% | -6.2% |
| 6M | +25.3% | +130.5% | -105.3% | +9.9% |
| YTD | +18.9% | +104.4% | -85.5% | +5.0% |
| 1Y | +11.9% | +216.5% | -204.6% | -7.6% |
| 3Y | +278.0% | +465.9% | -188.0% | +169.8% |
| 5Y | +306.4% | +123.1% | +183.3% | +224.8% |
| All | +377.7% | +101.4% | +276.3% | +279.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling