+282.2%
APH vs VXUS
+42.8%
+239.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +3.9% |
| 7D | -5.9% | -1.8% | -4.2% | -3.9% |
| 30D | -14.8% | -4.6% | -10.2% | -9.8% |
| 3M | -12.4% | -6.1% | -6.3% | -5.4% |
| 6M | +8.1% | -4.9% | +13.0% | +15.3% |
| YTD | +10.9% | +8.1% | +2.9% | +3.3% |
| 1Y | +8.8% | +12.1% | -3.3% | -2.5% |
| 3Y | +262.1% | +63.9% | +198.2% | +118.0% |
| All | +282.2% | +42.8% | +239.4% | +166.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling