+41.4%
APH vs VTEB
+0.4%
+41.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +3.4% |
| 7D | +1.4% | -0.9% | +2.3% | +4.5% |
| 30D | -1.2% | -2.5% | +1.3% | +7.8% |
| 3M | +10.3% | -3.0% | +13.2% | +23.4% |
| 6M | +25.2% | -2.1% | +27.3% | +34.3% |
| YTD | +24.6% | -1.5% | +26.1% | +36.5% |
| 1Y | +41.4% | +0.2% | +41.3% | +52.7% |
| All | +41.4% | +0.4% | +41.1% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling