+1,380.4%
APH vs VTEB
+26.7%
+1,353.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | +5.0% | -0.8% | +5.7% | +5.5% |
| 30D | -3.9% | -1.3% | -2.5% | -2.9% |
| 3M | +13.0% | -2.1% | +15.1% | +14.8% |
| 6M | +25.2% | -1.7% | +26.8% | +26.8% |
| YTD | +22.9% | -0.6% | +23.5% | +23.7% |
| 1Y | +47.8% | +3.1% | +44.8% | +45.2% |
| 3Y | +283.0% | +9.2% | +273.8% | +258.8% |
| 5Y | +349.7% | +2.2% | +347.5% | +339.6% |
| 10Y | +1,061.2% | +18.8% | +1,042.4% | +1,114.9% |
| All | +1,380.4% | +26.7% | +1,353.7% | +1,781.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling