+1,030.6%
APH vs VEU
+152.3%
+878.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | +0.1% |
| 7D | -2.2% | -1.9% | -0.3% | -0.1% |
| 30D | -4.0% | -0.7% | -3.3% | -3.2% |
| 3M | +7.7% | +4.9% | +2.9% | +2.7% |
| 6M | +17.8% | +9.8% | +7.9% | +6.6% |
| YTD | +19.2% | +15.3% | +3.9% | +2.9% |
| 1Y | +35.7% | +23.0% | +12.7% | +9.6% |
| 3Y | +282.9% | +73.5% | +209.4% | +115.4% |
| 5Y | +345.6% | +54.5% | +291.1% | +183.6% |
| All | +1,030.6% | +152.3% | +878.3% | +377.0% |
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