+382.2%
APH vs VSXY
+106.4%
+275.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.1% | +3.1% | +7.6% |
| 7D | +1.1% | +15.2% | -14.1% | -0.7% |
| 30D | -7.5% | +37.0% | -44.5% | -11.2% |
| 3M | -4.4% | +15.2% | -19.6% | -6.6% |
| 6M | +26.5% | +136.3% | -109.8% | +10.6% |
| YTD | +20.0% | +109.6% | -89.5% | +5.7% |
| 1Y | +16.9% | +223.7% | -206.8% | -3.8% |
| 3Y | +288.5% | +516.3% | -227.8% | +173.8% |
| 5Y | +310.3% | +125.1% | +185.1% | +227.2% |
| All | +382.2% | +106.4% | +275.8% | +281.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling