+7,192.3%
APH vs VWO
+299.5%
+6,892.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.8% |
| 7D | +0.4% | +1.7% | -1.3% | -0.5% |
| 30D | -8.0% | -4.2% | -3.8% | -4.7% |
| 3M | -5.0% | -4.6% | -0.4% | -1.1% |
| 6M | +29.9% | -5.0% | +34.9% | +36.0% |
| YTD | +18.0% | +6.8% | +11.2% | +13.9% |
| 1Y | +11.3% | +5.8% | +5.6% | +8.4% |
| 3Y | +274.9% | +58.1% | +216.8% | +174.2% |
| 5Y | +300.6% | +27.6% | +273.0% | +240.5% |
| 10Y | +944.2% | +113.9% | +830.3% | +513.7% |
| All | +7,192.3% | +299.5% | +6,892.9% | +2,684.8% |
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