+1,030.6%
APH vs VTEB
+17.5%
+1,013.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.8% |
| 7D | -2.2% | -1.2% | -1.0% | -1.2% |
| 30D | -4.0% | -2.9% | -1.2% | -1.7% |
| 3M | +7.7% | -3.2% | +10.9% | +10.6% |
| 6M | +17.8% | -2.6% | +20.4% | +20.5% |
| YTD | +19.2% | -1.8% | +21.0% | +21.2% |
| 1Y | +35.7% | +0.2% | +35.5% | +35.9% |
| 3Y | +282.9% | +8.2% | +274.7% | +258.4% |
| 5Y | +345.6% | +0.8% | +344.8% | +340.0% |
| All | +1,030.6% | +17.5% | +1,013.2% | +1,077.2% |
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