+310.3%
APH price history and return analytics
+57.4%
+252.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.6% | +5.6% | +4.7% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | -7.5% | -2.6% | -4.9% | -3.7% |
| 3M | -4.4% | -3.2% | -1.2% | +0.5% |
| 6M | +26.5% | +0.9% | +25.5% | +26.5% |
| YTD | +20.0% | +11.3% | +8.7% | +6.3% |
| 1Y | +16.9% | +14.0% | +2.9% | +0.8% |
| 3Y | +288.5% | +75.8% | +212.7% | +105.0% |
| 5Y | +310.3% | +57.8% | +252.5% | +145.9% |
| All | +310.3% | +57.4% | +252.9% | +145.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling