+35.7%
APH vs VYM
+18.5%
+17.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.5% |
| 7D | -2.2% | -1.9% | -0.4% | +0.6% |
| 30D | -4.0% | -2.6% | -1.4% | -0.2% |
| 3M | +7.7% | +3.6% | +4.1% | +1.0% |
| 6M | +17.8% | +8.7% | +9.1% | +2.1% |
| YTD | +19.2% | +14.1% | +5.1% | -3.0% |
| 1Y | +35.7% | +17.8% | +17.9% | +7.0% |
| All | +35.7% | +18.5% | +17.2% | +7.0% |
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