+289.6%
VTI vs APH
+926.5%
-636.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.4% |
| 7D | +2.5% | +4.9% | -2.3% | +0.2% |
| 30D | -1.5% | -5.4% | +3.9% | +0.1% |
| 3M | -3.2% | -5.5% | +2.3% | -2.1% |
| 6M | +2.3% | +25.9% | -23.6% | -11.4% |
| YTD | +11.6% | +16.4% | -4.7% | -3.3% |
| 1Y | +13.8% | +16.5% | -2.7% | -2.0% |
| 3Y | +77.4% | +270.9% | -193.4% | -27.8% |
| 5Y | +64.6% | +289.5% | -224.9% | -36.0% |
| All | +289.6% | +926.5% | -636.9% | -16.0% |
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 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