+6.8%
VRT vs APH
+15.1%
-8.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.2% | +1.4% | +3.5% |
| 7D | -10.6% | +1.1% | -11.7% | -10.4% |
| 30D | -17.4% | -7.5% | -9.9% | -12.1% |
| 3M | -26.4% | -4.4% | -21.9% | -23.1% |
| 6M | -41.0% | +26.5% | -67.5% | -47.6% |
| YTD | +23.8% | +20.0% | +3.8% | -1.9% |
| All | +6.8% | +15.1% | -8.2% | -8.5% |
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