+355.9%
APH vs VEA
+61.3%
+294.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.8% |
| 3M | +13.0% | +3.2% | +9.8% | +9.6% |
| 6M | +25.2% | +10.2% | +14.9% | +12.7% |
| YTD | +22.9% | +18.9% | +4.0% | +2.9% |
| 1Y | +47.8% | +29.3% | +18.5% | +13.6% |
| 3Y | +283.0% | +76.8% | +206.3% | +114.3% |
| All | +355.9% | +61.3% | +294.6% | +182.2% |
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 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