+883.4%
APH price history and return analytics
+215.5%
+667.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +3.8% |
| 7D | -5.9% | -2.3% | -3.6% | -3.1% |
| 30D | -14.8% | -5.0% | -9.8% | -9.1% |
| 3M | -12.4% | -4.9% | -7.5% | -6.5% |
| 6M | +8.1% | -1.5% | +9.6% | +11.2% |
| YTD | +10.9% | +8.5% | +2.5% | +2.3% |
| 1Y | +8.8% | +11.4% | -2.6% | -2.5% |
| 3Y | +262.1% | +70.1% | +192.0% | +103.9% |
| 5Y | +283.1% | +53.7% | +229.4% | +142.7% |
| All | +883.4% | +215.5% | +667.9% | +218.7% |
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