-10.0%
APHU price history and return analytics
+7.1%
-17.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +2.6% |
| 7D | +22.2% | +2.9% | +19.3% | +11.8% |
| 30D | -18.3% | -2.5% | -15.8% | -8.8% |
| 3M | -20.0% | -3.3% | -16.6% | -7.2% |
| 6M | +29.5% | +1.5% | +27.9% | +33.6% |
| All | -10.0% | +7.1% | -17.1% | -19.2% |
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