+930.0%
APH vs VTEB
+23.2%
+906.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.5% |
| 7D | +4.9% | -1.2% | +6.1% | +5.9% |
| 30D | -5.4% | +2.5% | -7.9% | -7.4% |
| 3M | -5.5% | -1.7% | -3.8% | -4.2% |
| 6M | +25.9% | -1.2% | +27.1% | +27.2% |
| YTD | +16.4% | -0.5% | +16.8% | +17.0% |
| 1Y | +16.5% | -0.1% | +16.6% | +16.8% |
| 3Y | +270.9% | +10.5% | +260.4% | +240.5% |
| 5Y | +289.5% | +2.6% | +286.9% | +278.9% |
| All | +930.0% | +23.2% | +906.8% | +991.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling