+40.2%
APH vs VSXY
+198.1%
-157.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -0.3% |
| 7D | +1.6% | -10.7% | +12.3% | +2.3% |
| 30D | -3.0% | -24.3% | +21.3% | -1.1% |
| 3M | +5.7% | +1.0% | +4.7% | +4.9% |
| 6M | +20.0% | +57.4% | -37.4% | +12.3% |
| YTD | +20.8% | +39.8% | -19.0% | +12.9% |
| 1Y | +40.2% | +196.5% | -156.2% | +16.5% |
| All | +40.2% | +198.1% | -157.9% | +16.5% |
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