+46,311.1%
APH vs VTR
+1,495.5%
+44,815.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.4% | +8.0% |
| 7D | +1.1% | +3.2% | -2.1% | +0.3% |
| 30D | -7.5% | +9.1% | -16.6% | -9.6% |
| 3M | -4.4% | -3.6% | -0.9% | -3.9% |
| 6M | +26.5% | +3.8% | +22.7% | +24.2% |
| YTD | +20.0% | +17.8% | +2.3% | +14.2% |
| 1Y | +16.9% | +20.5% | -3.7% | +10.5% |
| 3Y | +288.5% | +132.4% | +156.1% | +209.6% |
| 5Y | +310.3% | +99.9% | +210.4% | +235.8% |
| 10Y | +951.3% | +124.3% | +827.0% | +673.6% |
| All | +46,311.1% | +1,495.5% | +44,815.6% | +24,506.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling