+955.2%
APH price history and return analytics
+217.6%
+737.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.4% |
| 7D | -5.0% | -0.1% | -4.9% | -4.6% |
| 30D | -8.4% | -3.1% | -5.3% | -4.4% |
| 3M | -4.5% | -3.5% | -1.0% | +0.4% |
| 6M | +25.3% | +0.5% | +24.8% | +26.1% |
| YTD | +18.9% | +10.8% | +8.1% | +7.1% |
| 1Y | +11.9% | +11.9% | 0.0% | -0.2% |
| 3Y | +278.0% | +73.0% | +205.0% | +108.8% |
| 5Y | +306.4% | +58.6% | +247.8% | +148.5% |
| 10Y | +955.2% | +219.2% | +736.0% | +237.7% |
| All | +955.2% | +217.6% | +737.5% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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