+352.8%
APH vs VSXY
+21.5%
+331.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.7% |
| 7D | +0.2% | -6.8% | +7.0% | +0.9% |
| 30D | -3.3% | -20.4% | +17.0% | -0.7% |
| 3M | +14.0% | +2.9% | +11.1% | +12.7% |
| 6M | +24.4% | +67.9% | -43.5% | +12.9% |
| YTD | +21.4% | +44.9% | -23.4% | +11.7% |
| 1Y | +48.9% | +205.9% | -157.0% | +21.2% |
| 3Y | +290.1% | +373.9% | -83.7% | +173.9% |
| 5Y | +352.8% | +23.5% | +329.4% | +294.3% |
| All | +352.8% | +21.5% | +331.3% | +294.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling