+5.1%
APH vs VUG
-3.1%
+8.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.5% | -3.9% | -2.3% |
| 7D | -12.7% | -7.1% | -5.6% | -3.9% |
| 30D | -19.2% | -12.1% | -7.1% | -4.6% |
| 3M | -16.7% | -8.1% | -8.5% | -6.5% |
| 6M | +5.1% | -3.2% | +8.4% | +12.1% |
| All | +5.1% | -3.1% | +8.2% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 6mo: compounded portfolio wealth divided by compounded VUG 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…
6mo analysis · Full analysis span regression · 6 months rolling