+18.4%
VTI vs APH
+47.7%
-29.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -0.4% | +1.6% | -2.0% | -0.6% |
| 30D | -1.6% | -3.0% | +1.4% | -1.2% |
| 3M | +3.6% | +5.7% | -2.2% | +2.5% |
| 6M | +13.0% | +20.0% | -7.0% | +9.1% |
| YTD | +12.7% | +20.8% | -8.1% | +6.4% |
| 1Y | +18.4% | +40.2% | -21.9% | +9.2% |
| All | +18.4% | +47.7% | -29.3% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling