+1,923.4%
APH vs VEA
+170.4%
+1,753.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -48.9% | -48.9% |
| 7D | -48.7% | +0.5% | -49.2% | -49.5% |
| 30D | -51.9% | +1.9% | -53.9% | -53.3% |
| 3M | -43.6% | +3.2% | -46.8% | -45.6% |
| 6M | -37.5% | +10.2% | -47.8% | -43.8% |
| YTD | -38.6% | +18.9% | -57.5% | -48.4% |
| 1Y | -26.3% | +29.3% | -55.7% | -42.9% |
| 3Y | +89.2% | +76.8% | +12.4% | +8.6% |
| 5Y | +119.8% | +61.2% | +58.6% | +38.1% |
| 10Y | +454.3% | +163.3% | +291.0% | +120.9% |
| All | +1,923.4% | +170.4% | +1,753.0% | +621.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling