+19.2%
VRT vs APH
+10.9%
+8.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +6.9% |
| 7D | +0.5% | +0.4% | +0.1% | +0.7% |
| 30D | -13.7% | -8.0% | -5.7% | -7.7% |
| 3M | -26.7% | -5.0% | -21.7% | -23.0% |
| 6M | -43.8% | +29.9% | -73.8% | -50.6% |
| YTD | +27.6% | +18.0% | +9.6% | +2.7% |
| All | +19.2% | +10.9% | +8.3% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling