+352.5%
APH vs VWO
+35.7%
+316.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +1.6% | +0.2% | +1.5% | +1.5% |
| 30D | -3.0% | +0.9% | -3.9% | -3.7% |
| 3M | +5.7% | +4.3% | +1.5% | +2.1% |
| 6M | +20.0% | +10.5% | +9.4% | +9.7% |
| YTD | +20.8% | +13.4% | +7.4% | +8.6% |
| 1Y | +40.2% | +18.6% | +21.7% | +21.6% |
| 3Y | +288.1% | +65.8% | +222.3% | +153.4% |
| 5Y | +352.5% | +35.2% | +317.3% | +239.9% |
| All | +352.5% | +35.7% | +316.8% | +239.9% |
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