+567.3%
VRT vs APH
+280.5%
+286.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.6% | -1.2% |
| 7D | -21.4% | -5.9% | -15.4% | -14.9% |
| 30D | -25.8% | -14.8% | -11.0% | -10.1% |
| 3M | -33.5% | -12.4% | -21.1% | -22.2% |
| 6M | -49.0% | +8.1% | -57.1% | -54.8% |
| YTD | +12.9% | +10.9% | +2.0% | -11.3% |
| 1Y | 0.0% | +8.8% | -8.8% | -19.2% |
| 3Y | +361.8% | +262.1% | +99.7% | -28.5% |
| All | +567.3% | +280.5% | +286.8% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling