+955.2%
APH vs VEU
+144.2%
+811.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.2% |
| 7D | -5.0% | +0.5% | -5.5% | -5.4% |
| 30D | -8.4% | -2.3% | -6.1% | -5.6% |
| 3M | -4.5% | -4.4% | -0.1% | +1.0% |
| 6M | +25.3% | -2.2% | +27.4% | +29.6% |
| YTD | +18.9% | +10.9% | +8.0% | +7.7% |
| 1Y | +11.9% | +13.4% | -1.4% | -0.8% |
| 3Y | +278.0% | +69.7% | +208.3% | +118.8% |
| 5Y | +306.4% | +50.0% | +256.5% | +168.4% |
| 10Y | +955.2% | +145.8% | +809.4% | +376.0% |
| All | +955.2% | +144.2% | +811.0% | +376.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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