+16.4%
APH vs VEA
+20.4%
-4.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.1% | -8.2% | -8.8% |
| 7D | -2.4% | +0.7% | -3.1% | -3.4% |
| 30D | -9.5% | -0.4% | -9.0% | -8.9% |
| 3M | -7.6% | -1.7% | -5.9% | -5.3% |
| 6M | +12.4% | +5.1% | +7.3% | +5.8% |
| YTD | +17.5% | +14.4% | +3.1% | -4.5% |
| 1Y | +16.4% | +20.5% | -4.1% | -12.8% |
| All | +16.4% | +20.4% | -4.0% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling