+776.1%
IVV vs APH
+5,454.7%
-4,678.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -47.8% | +48.2% | +17.1% |
| 7D | -0.1% | -48.7% | +48.6% | +17.2% |
| 30D | +0.1% | -51.9% | +52.0% | +20.1% |
| 3M | +2.0% | -43.6% | +45.6% | +14.3% |
| 6M | +13.0% | -37.5% | +50.6% | +20.6% |
| YTD | +13.6% | -38.6% | +52.2% | +20.0% |
| 1Y | +20.1% | -26.3% | +46.4% | +17.3% |
| 3Y | +77.6% | +89.2% | -11.6% | +16.9% |
| 5Y | +82.5% | +119.8% | -37.3% | +12.9% |
| 10Y | +316.5% | +454.3% | -137.7% | +82.2% |
| All | +776.1% | +5,454.7% | -4,678.6% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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