+352.8%
APH vs VYM
+77.8%
+275.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | +0.2% | +0.1% | +0.1% | 0.0% |
| 30D | -3.3% | -1.3% | -2.1% | -1.8% |
| 3M | +14.0% | +4.1% | +10.0% | +8.3% |
| 6M | +24.4% | +9.8% | +14.6% | +10.8% |
| YTD | +21.4% | +15.3% | +6.1% | +1.9% |
| 1Y | +48.9% | +20.0% | +28.9% | +19.1% |
| 3Y | +290.1% | +66.2% | +223.9% | +111.2% |
| 5Y | +352.8% | +77.5% | +275.3% | +128.7% |
| All | +352.8% | +77.8% | +275.0% | +128.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling