+1,186.1%
APH vs VXUS
+179.6%
+1,006.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -49.0% |
| 7D | -48.7% | +0.5% | -49.3% | -49.6% |
| 30D | -51.9% | +2.2% | -54.1% | -53.5% |
| 3M | -43.6% | +3.0% | -46.5% | -45.6% |
| 6M | -37.5% | +10.7% | -48.2% | -44.1% |
| YTD | -38.6% | +17.8% | -56.5% | -48.1% |
| 1Y | -26.3% | +27.6% | -53.9% | -42.3% |
| 3Y | +89.2% | +73.3% | +15.9% | +10.1% |
| 5Y | +119.8% | +54.3% | +65.5% | +43.4% |
| 10Y | +454.3% | +149.8% | +304.4% | +132.8% |
| All | +1,186.1% | +179.6% | +1,006.5% | +373.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling