+2,143.4%
APH vs VEU
+192.1%
+1,951.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.4% | -49.2% | -49.1% |
| 7D | -48.7% | +0.7% | -49.4% | -49.7% |
| 30D | -51.9% | +2.2% | -54.1% | -53.5% |
| 3M | -43.6% | +3.0% | -46.5% | -45.6% |
| 6M | -37.5% | +10.9% | -48.4% | -44.0% |
| YTD | -38.6% | +18.2% | -56.8% | -48.0% |
| 1Y | -26.3% | +28.3% | -54.6% | -42.2% |
| 3Y | +89.2% | +74.6% | +14.6% | +10.9% |
| 5Y | +119.8% | +56.4% | +63.4% | +43.5% |
| 10Y | +454.3% | +153.0% | +301.2% | +133.4% |
| All | +2,143.4% | +192.1% | +1,951.3% | +687.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling