+7,499.6%
APH vs VWO
+328.1%
+7,171.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.3% |
| 7D | +5.0% | +1.1% | +3.9% | +4.1% |
| 30D | -3.9% | +2.4% | -6.3% | -5.5% |
| 3M | +13.0% | +2.0% | +11.0% | +11.8% |
| 6M | +25.2% | +10.7% | +14.5% | +16.8% |
| YTD | +22.9% | +14.4% | +8.5% | +12.4% |
| 1Y | +47.8% | +22.7% | +25.1% | +28.7% |
| 3Y | +283.0% | +64.2% | +218.8% | +171.1% |
| 5Y | +349.7% | +35.8% | +313.9% | +263.1% |
| 10Y | +1,061.2% | +114.7% | +946.5% | +574.3% |
| All | +7,499.6% | +328.1% | +7,171.5% | +2,646.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling