+8,258.3%
APH vs VTV
+712.9%
+7,545.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.5% |
| 7D | -5.9% | -2.2% | -3.7% | -3.6% |
| 30D | -14.8% | +2.2% | -17.0% | -16.9% |
| 3M | -12.4% | +0.3% | -12.7% | -12.8% |
| 6M | +8.1% | +8.3% | -0.2% | -0.9% |
| YTD | +10.9% | +18.5% | -7.6% | -7.6% |
| 1Y | +8.8% | +23.0% | -14.3% | -13.0% |
| 3Y | +262.1% | +72.6% | +189.4% | +101.5% |
| 5Y | +283.1% | +73.3% | +209.9% | +114.4% |
| 10Y | +908.1% | +238.2% | +669.9% | +173.7% |
| All | +8,258.3% | +712.9% | +7,545.4% | +730.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling