+24.9%
APH vs VEU
-0.8%
+25.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.8% |
| 7D | +11.1% | +2.4% | +8.8% | +7.1% |
| 30D | -7.3% | -2.0% | -5.3% | -3.8% |
| 3M | -6.2% | -5.1% | -1.0% | +2.7% |
| 6M | +24.9% | -0.7% | +25.6% | +29.5% |
| All | +24.9% | -0.8% | +25.7% | +29.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling