+7,927.7%
APH vs VUG
+1,145.8%
+6,782.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.5% | -3.9% | -3.4% |
| 7D | -12.7% | -7.1% | -5.6% | -5.3% |
| 30D | -19.2% | -12.1% | -7.1% | -6.7% |
| 3M | -16.7% | -8.1% | -8.5% | -8.3% |
| 6M | +5.1% | -3.2% | +8.4% | +9.5% |
| YTD | +6.6% | +0.5% | +6.1% | +6.9% |
| 1Y | +3.9% | -0.7% | +4.6% | +5.8% |
| 3Y | +246.0% | +77.1% | +168.9% | +90.7% |
| 5Y | +268.0% | +56.2% | +211.8% | +125.6% |
| 10Y | +868.2% | +394.1% | +474.1% | +45.9% |
| All | +7,927.7% | +1,145.8% | +6,782.0% | +273.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling