+11.3%
APH vs VYM
+19.7%
-8.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -2.3% |
| 7D | +0.4% | -0.2% | +0.5% | +0.8% |
| 30D | -8.0% | +3.6% | -11.6% | -12.8% |
| 3M | -5.0% | -0.1% | -4.9% | -4.3% |
| 6M | +29.9% | +7.1% | +22.8% | +15.5% |
| YTD | +18.0% | +17.0% | +1.0% | -10.4% |
| 1Y | +11.3% | +19.0% | -7.6% | -16.4% |
| All | +11.3% | +19.7% | -8.3% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling