+285.6%
APH vs VTEB
+9.0%
+276.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +1.6% | -0.7% | +2.3% | +2.1% |
| 30D | -3.0% | -2.1% | -0.9% | -1.7% |
| 3M | +5.7% | -2.7% | +8.4% | +7.7% |
| 6M | +20.0% | -2.1% | +22.1% | +21.5% |
| YTD | +20.8% | -1.1% | +21.9% | +22.2% |
| 1Y | +40.2% | +1.3% | +38.9% | +41.4% |
| All | +285.6% | +9.0% | +276.6% | +253.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling