+300.6%
APH vs VTEB
+3.6%
+297.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | +0.4% | +0.5% | -0.1% | 0.0% |
| 30D | -8.0% | +4.1% | -12.1% | -11.1% |
| 3M | -5.0% | -0.4% | -4.6% | -4.3% |
| 6M | +29.9% | -0.4% | +30.3% | +30.8% |
| YTD | +18.0% | +0.6% | +17.3% | +18.0% |
| 1Y | +11.3% | +0.8% | +10.6% | +11.3% |
| 3Y | +274.9% | +11.7% | +263.3% | +233.9% |
| 5Y | +300.6% | +3.8% | +296.8% | +268.2% |
| All | +300.6% | +3.6% | +297.0% | +268.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling