+90.5%
APH vs VT
+75.0%
+15.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.7% | -48.5% | -48.9% |
| 7D | -48.7% | +0.1% | -48.8% | -49.3% |
| 30D | -51.9% | +1.0% | -52.9% | -53.1% |
| 3M | -43.6% | +2.4% | -45.9% | -45.8% |
| 6M | -37.5% | +12.0% | -49.5% | -47.5% |
| YTD | -38.6% | +15.3% | -54.0% | -50.3% |
| 1Y | -26.3% | +22.6% | -48.9% | -45.1% |
| All | +90.5% | +75.0% | +15.5% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling