+905.2%
VRT vs APH
+350.9%
+554.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +3.4% |
| 7D | +9.1% | +5.0% | +4.2% | +3.4% |
| 30D | +0.9% | -3.9% | +4.8% | +5.2% |
| 3M | -13.4% | +13.0% | -26.3% | -25.7% |
| 6M | +11.7% | +25.2% | -13.5% | -17.8% |
| YTD | +73.2% | +22.9% | +50.3% | +20.4% |
| 1Y | +123.4% | +47.8% | +75.6% | +19.5% |
| 3Y | +606.2% | +283.0% | +323.1% | +8.0% |
| All | +905.2% | +350.9% | +554.4% | +22.7% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling