+262.1%
APH vs VXUS
+63.2%
+198.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +3.9% |
| 7D | -5.9% | -1.8% | -4.2% | -3.8% |
| 30D | -14.8% | -4.6% | -10.2% | -9.4% |
| 3M | -12.4% | -6.1% | -6.3% | -4.8% |
| 6M | +8.1% | -4.9% | +13.0% | +16.0% |
| YTD | +10.9% | +8.1% | +2.9% | +2.7% |
| 1Y | +8.8% | +12.1% | -3.3% | -3.2% |
| 3Y | +262.1% | +63.9% | +198.2% | +120.9% |
| All | +262.1% | +63.2% | +198.8% | +120.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling