+291.1%
APH vs VEA
+79.6%
+211.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.4% |
| 7D | +5.0% | +1.0% | +4.0% | +3.8% |
| 30D | -3.9% | +1.9% | -5.8% | -5.9% |
| 3M | +13.0% | +3.2% | +9.8% | +9.4% |
| 6M | +25.2% | +10.2% | +14.9% | +12.0% |
| YTD | +22.9% | +18.9% | +4.0% | +1.9% |
| 1Y | +47.8% | +29.3% | +18.5% | +12.3% |
| All | +291.1% | +79.6% | +211.5% | +113.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling