+42,791.9%
APH vs VTR
+1,482.3%
+41,309.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | -5.9% | +4.7% | -10.6% | -7.0% |
| 30D | -14.8% | +10.9% | -25.7% | -17.1% |
| 3M | -12.4% | -3.2% | -9.2% | -12.1% |
| 6M | +8.1% | +3.7% | +4.4% | +6.1% |
| YTD | +10.9% | +16.8% | -5.9% | +5.8% |
| 1Y | +8.8% | +21.3% | -12.6% | +2.7% |
| 3Y | +262.1% | +119.0% | +143.0% | +192.6% |
| 5Y | +283.1% | +94.0% | +189.2% | +215.7% |
| 10Y | +908.1% | +112.3% | +795.8% | +650.9% |
| All | +42,791.9% | +1,482.3% | +41,309.6% | +22,681.9% |
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 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