+74.5%
VTI vs APH
+258.9%
-184.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.1% | -3.7% | -0.6% |
| 7D | -2.6% | -5.9% | +3.3% | -1.3% |
| 30D | -5.0% | -14.8% | +9.8% | -1.4% |
| 3M | -4.3% | -12.4% | +8.1% | -1.6% |
| 6M | +0.6% | +8.1% | -7.5% | -3.1% |
| YTD | +8.9% | +10.9% | -2.1% | +1.6% |
| 1Y | +11.1% | +8.8% | +2.4% | +4.1% |
| 3Y | +74.5% | +262.1% | -187.6% | -8.9% |
| All | +74.5% | +258.9% | -184.4% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling