+8,787.2%
APH vs VTV
+738.5%
+8,048.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.9% |
| 7D | +0.4% | -0.4% | +0.8% | +1.1% |
| 30D | -8.0% | +3.9% | -11.9% | -11.7% |
| 3M | -5.0% | +2.6% | -7.6% | -7.5% |
| 6M | +29.9% | +11.5% | +18.4% | +15.5% |
| YTD | +18.0% | +22.3% | -4.3% | -5.0% |
| 1Y | +11.3% | +24.5% | -13.2% | -12.1% |
| 3Y | +274.9% | +78.8% | +196.2% | +101.0% |
| 5Y | +300.6% | +78.6% | +221.9% | +117.0% |
| 10Y | +944.2% | +231.8% | +712.4% | +189.9% |
| All | +8,787.2% | +738.5% | +8,048.7% | +754.5% |
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