+4,533.8%
APH vs VEU
+174.3%
+4,359.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.2% |
| 7D | +11.1% | +2.4% | +8.8% | +8.8% |
| 30D | -7.3% | -2.0% | -5.3% | -5.1% |
| 3M | -6.2% | -5.1% | -1.0% | -0.7% |
| 6M | +24.9% | -0.7% | +25.6% | +27.1% |
| YTD | +18.4% | +11.0% | +7.4% | +8.4% |
| 1Y | +13.0% | +12.4% | +0.6% | +2.4% |
| 3Y | +276.4% | +69.8% | +206.6% | +130.9% |
| 5Y | +296.4% | +48.2% | +248.2% | +177.5% |
| 10Y | +948.3% | +148.1% | +800.2% | +359.1% |
| All | +4,533.8% | +174.3% | +4,359.4% | +1,658.5% |
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 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