+960.3%
VTI vs APH
+14,556.7%
-13,596.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | +0.1% | +5.0% | -4.9% | -2.0% |
| 30D | 0.0% | -3.9% | +3.9% | +1.4% |
| 3M | +2.0% | +13.0% | -11.0% | -4.5% |
| 6M | +13.0% | +25.2% | -12.2% | -0.1% |
| YTD | +13.9% | +22.9% | -9.0% | -0.4% |
| 1Y | +20.0% | +47.8% | -27.8% | -4.4% |
| 3Y | +75.8% | +283.0% | -207.2% | -12.0% |
| 5Y | +73.8% | +349.7% | -275.8% | -19.5% |
| 10Y | +297.5% | +1,061.2% | -763.7% | +20.5% |
| All | +960.3% | +14,556.7% | -13,596.4% | +15.5% |
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