+279.2%
APH vs VEA
+49.5%
+229.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.6% |
| 7D | -5.9% | -2.2% | -3.7% | -3.6% |
| 30D | -14.8% | -3.4% | -11.4% | -11.3% |
| 3M | -12.4% | -5.6% | -6.8% | -6.4% |
| 6M | +8.1% | -3.4% | +11.5% | +13.0% |
| YTD | +10.9% | +9.7% | +1.2% | +1.7% |
| 1Y | +8.8% | +15.4% | -6.6% | -5.2% |
| 3Y | +262.1% | +68.5% | +193.5% | +114.6% |
| All | +279.2% | +49.5% | +229.7% | +155.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling