+1,934.0%
VRT vs APH
+626.2%
+1,307.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.0% |
| 7D | +10.5% | +4.9% | +5.6% | +5.8% |
| 30D | -9.3% | -5.4% | -3.9% | -3.0% |
| 3M | -29.6% | -5.5% | -24.1% | -24.8% |
| 6M | -45.4% | +25.9% | -71.3% | -56.1% |
| YTD | +24.8% | +16.4% | +8.5% | +2.0% |
| 1Y | +23.6% | +16.5% | +7.1% | +1.3% |
| 3Y | +379.7% | +270.9% | +108.8% | +43.9% |
| 5Y | +660.3% | +289.5% | +370.8% | +122.1% |
| All | +1,934.0% | +626.2% | +1,307.8% | +288.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling