+302.5%
VTI vs APH
+1,046.4%
-743.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.4% | +1.6% | -2.0% | -1.1% |
| 30D | -1.6% | -3.0% | +1.4% | -0.5% |
| 3M | +3.6% | +5.7% | -2.2% | -0.3% |
| 6M | +13.0% | +20.0% | -7.0% | +0.6% |
| YTD | +12.7% | +20.8% | -8.1% | -2.9% |
| 1Y | +18.4% | +40.2% | -21.9% | -7.2% |
| 3Y | +76.4% | +288.1% | -211.7% | -28.8% |
| 5Y | +73.7% | +352.5% | -278.8% | -37.3% |
| 10Y | +302.5% | +1,062.4% | -759.9% | -18.3% |
| All | +302.5% | +1,046.4% | -743.9% | -18.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling