+1,041.3%
APH vs VEA
+159.8%
+881.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +0.2% | +1.9% | -1.6% | -1.8% |
| 30D | -3.3% | +0.8% | -4.1% | -4.1% |
| 3M | +14.0% | +5.7% | +8.4% | +7.8% |
| 6M | +24.4% | +13.3% | +11.1% | +8.9% |
| YTD | +21.4% | +18.4% | +3.0% | +1.9% |
| 1Y | +48.9% | +27.0% | +22.0% | +16.3% |
| 3Y | +290.1% | +79.3% | +210.8% | +111.5% |
| 5Y | +352.8% | +62.1% | +290.7% | +173.4% |
| 10Y | +1,041.3% | +160.3% | +881.0% | +349.6% |
| All | +1,041.3% | +159.8% | +881.4% | +349.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling