+282.2%
APH vs VTR
+95.0%
+187.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | -5.9% | +4.7% | -10.6% | -6.9% |
| 30D | -14.8% | +10.9% | -25.7% | -16.9% |
| 3M | -12.4% | -3.2% | -9.2% | -12.0% |
| 6M | +8.1% | +3.7% | +4.4% | +6.0% |
| YTD | +10.9% | +16.8% | -5.9% | +5.0% |
| 1Y | +8.8% | +21.3% | -12.6% | +1.7% |
| 3Y | +262.1% | +119.0% | +143.0% | +171.9% |
| All | +282.2% | +95.0% | +187.1% | +192.2% |
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