+4,236.6%
APH vs VEA
+170.4%
+4,066.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.4% |
| 7D | +5.0% | +1.0% | +4.0% | +3.9% |
| 30D | -3.9% | +1.9% | -5.8% | -5.7% |
| 3M | +13.0% | +3.2% | +9.8% | +9.9% |
| 6M | +25.2% | +10.2% | +14.9% | +13.8% |
| YTD | +22.9% | +18.9% | +4.0% | +4.4% |
| 1Y | +47.8% | +29.3% | +18.5% | +15.8% |
| 3Y | +283.0% | +76.8% | +206.3% | +122.1% |
| 5Y | +349.7% | +61.2% | +288.4% | +185.3% |
| 10Y | +1,061.2% | +163.3% | +897.9% | +367.6% |
| All | +4,236.6% | +170.4% | +4,066.2% | +1,461.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling