+1,030.6%
APH vs VTRS
-48.8%
+1,079.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -2.2% | -3.3% | +1.1% | -1.5% |
| 30D | -4.0% | +1.4% | -5.4% | -4.3% |
| 3M | +7.7% | +4.6% | +3.1% | +6.2% |
| 6M | +17.8% | +18.1% | -0.3% | +12.8% |
| YTD | +19.2% | +34.7% | -15.5% | +10.3% |
| 1Y | +35.7% | +65.6% | -29.9% | +19.3% |
| 3Y | +282.9% | +83.8% | +199.1% | +219.3% |
| 5Y | +345.6% | +46.5% | +299.2% | +282.8% |
| All | +1,030.6% | -48.8% | +1,079.4% | +980.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling