+13.0%
APH vs VEU
+14.7%
-1.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.8% | +5.4% | +4.2% |
| 7D | +1.1% | +0.8% | +0.3% | +0.2% |
| 30D | -7.5% | -1.6% | -5.9% | -4.9% |
| 3M | -4.4% | -4.2% | -0.3% | +2.0% |
| 6M | +26.5% | -1.5% | +28.0% | +30.6% |
| YTD | +20.0% | +11.7% | +8.3% | +1.0% |
| All | +13.0% | +14.7% | -1.7% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling