+345.1%
APH vs VT
+57.9%
+287.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | +7.6% | -1.6% | +9.3% | +10.0% |
| 30D | -3.2% | -2.5% | -0.7% | +0.4% |
| 3M | +3.2% | -1.3% | +4.5% | +5.6% |
| 6M | +18.7% | +3.1% | +15.6% | +15.1% |
| YTD | +25.2% | +10.9% | +14.3% | +11.1% |
| 1Y | +19.8% | +12.1% | +7.7% | +5.3% |
| 3Y | +306.6% | +73.9% | +232.7% | +116.8% |
| All | +345.1% | +57.9% | +287.2% | +169.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling