+282.2%
APH vs VTV
+72.7%
+209.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.6% |
| 7D | -5.9% | -2.2% | -3.7% | -3.2% |
| 30D | -14.8% | +2.2% | -17.0% | -17.2% |
| 3M | -12.4% | +0.3% | -12.7% | -12.8% |
| 6M | +8.1% | +8.3% | -0.2% | -2.2% |
| YTD | +10.9% | +18.5% | -7.6% | -9.9% |
| 1Y | +8.8% | +23.0% | -14.3% | -15.6% |
| 3Y | +262.1% | +72.6% | +189.4% | +86.2% |
| All | +282.2% | +72.7% | +209.4% | +98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling