+619.5%
VRT vs APH
+89.1%
+530.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -47.8% | +56.2% | +35.5% |
| 7D | +4.2% | -48.7% | +52.9% | +32.6% |
| 30D | +0.9% | -51.9% | +52.9% | +37.0% |
| 3M | -13.4% | -43.6% | +30.2% | -1.2% |
| 6M | +11.7% | -37.5% | +49.2% | +10.9% |
| YTD | +73.2% | -38.6% | +111.9% | +61.1% |
| 1Y | +123.4% | -26.3% | +149.8% | +59.6% |
| All | +619.5% | +89.1% | +530.4% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling