-26.3%
APH vs VXUS
+28.0%
-54.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -49.2% |
| 7D | -48.7% | +0.5% | -49.3% | -49.7% |
| 30D | -51.9% | +2.2% | -54.1% | -53.8% |
| 3M | -43.6% | +3.0% | -46.5% | -46.1% |
| 6M | -37.5% | +10.7% | -48.2% | -46.2% |
| YTD | -38.6% | +17.8% | -56.5% | -51.8% |
| 1Y | -26.3% | +27.6% | -53.9% | -44.3% |
| All | -26.3% | +28.0% | -54.3% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 1y: compounded portfolio wealth divided by compounded VXUS 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…
1y analysis · Full analysis span regression · 6 months rolling