+126,856.8%
APH vs VTRS
+419.8%
+126,437.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.0% |
| 7D | +0.4% | +9.6% | -9.2% | -1.5% |
| 30D | -8.0% | +20.1% | -28.1% | -11.5% |
| 3M | -5.0% | +30.3% | -35.3% | -10.3% |
| 6M | +29.9% | +26.3% | +3.6% | +23.1% |
| YTD | +18.0% | +73.1% | -55.2% | +4.0% |
| 1Y | +11.3% | +94.7% | -83.4% | -4.3% |
| 3Y | +274.9% | +159.7% | +115.3% | +196.0% |
| 5Y | +300.6% | +79.7% | +220.9% | +235.7% |
| 10Y | +944.2% | -30.5% | +974.7% | +902.8% |
| All | +126,856.8% | +419.8% | +126,437.0% | +70,995.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling