+294.9%
APH vs VWO
+27.7%
+267.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -2.1% |
| 7D | +0.4% | +1.7% | -1.3% | -0.9% |
| 30D | -8.0% | -4.2% | -3.8% | -3.7% |
| 3M | -5.0% | -4.6% | -0.4% | 0.0% |
| 6M | +29.9% | -5.0% | +34.9% | +37.6% |
| YTD | +18.0% | +6.8% | +11.2% | +12.7% |
| 1Y | +11.3% | +5.8% | +5.6% | +7.4% |
| 3Y | +274.9% | +58.1% | +216.8% | +156.6% |
| All | +294.9% | +27.7% | +267.2% | +218.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 5y: compounded portfolio wealth divided by compounded VWO 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…
5y analysis · Full analysis span regression · 6 months rolling