-26.3%
APH vs VTRS
+66.3%
-92.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.2% | -50.0% | -47.9% |
| 7D | -48.7% | -0.1% | -48.6% | -48.6% |
| 30D | -51.9% | -3.6% | -48.3% | -51.7% |
| 3M | -43.6% | +7.0% | -50.5% | -44.2% |
| 6M | -37.5% | +17.5% | -55.0% | -39.7% |
| YTD | -38.6% | +38.8% | -77.4% | -41.4% |
| 1Y | -26.3% | +69.2% | -95.5% | -31.7% |
| All | -26.3% | +66.3% | -92.6% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling