+132,206.2%
APH vs VTRS
+316.6%
+131,889.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | +5.0% | +3.3% | +1.7% | +4.2% |
| 30D | -3.9% | -3.6% | -0.2% | -3.2% |
| 3M | +13.0% | +7.0% | +6.0% | +11.0% |
| 6M | +25.2% | +17.5% | +7.7% | +20.4% |
| YTD | +22.9% | +38.8% | -15.8% | +13.7% |
| 1Y | +47.8% | +69.2% | -21.4% | +30.7% |
| 3Y | +283.0% | +77.5% | +205.6% | +228.1% |
| 5Y | +349.7% | +39.9% | +309.8% | +297.3% |
| 10Y | +1,061.2% | -47.1% | +1,108.3% | +1,078.8% |
| All | +132,206.2% | +316.6% | +131,889.6% | +77,622.3% |
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