+1,062.5%
APH vs VTV
+227.6%
+834.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +1.6% | -0.7% | +2.3% | +2.4% |
| 30D | -3.0% | -0.5% | -2.5% | -2.5% |
| 3M | +5.7% | +5.3% | +0.4% | -0.2% |
| 6M | +20.0% | +12.9% | +7.1% | +5.3% |
| YTD | +20.8% | +18.5% | +2.3% | +0.7% |
| 1Y | +40.2% | +25.3% | +15.0% | +10.0% |
| 3Y | +288.1% | +68.2% | +219.9% | +123.4% |
| 5Y | +352.5% | +80.6% | +271.9% | +144.4% |
| 10Y | +1,062.5% | +232.9% | +829.5% | +265.8% |
| All | +1,062.5% | +227.6% | +834.9% | +265.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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