+871.6%
APH vs VEU
+140.7%
+730.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +3.9% |
| 7D | -5.9% | -1.6% | -4.3% | -4.2% |
| 30D | -14.8% | -4.3% | -10.5% | -10.3% |
| 3M | -12.4% | -5.8% | -6.6% | -6.0% |
| 6M | +8.1% | -4.4% | +12.4% | +14.4% |
| YTD | +10.9% | +8.7% | +2.3% | +2.7% |
| 1Y | +8.8% | +12.6% | -3.9% | -3.0% |
| 3Y | +262.1% | +65.2% | +196.8% | +115.4% |
| 5Y | +283.1% | +45.5% | +237.6% | +161.0% |
| All | +871.6% | +140.7% | +730.9% | +345.2% |
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