+2,723.0%
VRT vs APH
+269.5%
+2,453.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -47.8% | +56.2% | +40.3% |
| 7D | +4.2% | -48.7% | +52.9% | +37.0% |
| 30D | +0.9% | -51.9% | +52.9% | +40.7% |
| 3M | -13.4% | -43.6% | +30.2% | +3.3% |
| 6M | +11.7% | -37.5% | +49.2% | +18.5% |
| YTD | +73.2% | -38.6% | +111.9% | +78.8% |
| 1Y | +123.4% | -26.3% | +149.8% | +92.3% |
| 3Y | +606.2% | +89.2% | +517.0% | +175.7% |
| 5Y | +899.9% | +119.8% | +780.1% | +256.7% |
| All | +2,723.0% | +269.5% | +2,453.5% | +594.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling