+355.9%
APH vs VTR
+86.5%
+269.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.3% |
| 7D | +5.0% | -1.7% | +6.6% | +5.4% |
| 30D | -3.9% | -2.4% | -1.4% | -3.4% |
| 3M | +13.0% | +14.8% | -1.8% | +8.2% |
| 6M | +25.2% | +5.3% | +19.8% | +22.5% |
| YTD | +22.9% | +18.1% | +4.8% | +16.5% |
| 1Y | +47.8% | +36.7% | +11.1% | +34.0% |
| 3Y | +283.0% | +130.1% | +152.9% | +186.0% |
| All | +355.9% | +86.5% | +269.4% | +247.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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