+2,558.8%
APH vs VXUS
+161.9%
+2,396.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.3% |
| 7D | -5.0% | +0.5% | -5.5% | -5.3% |
| 30D | -8.4% | -2.5% | -5.8% | -5.6% |
| 3M | -4.5% | -4.6% | +0.1% | +0.8% |
| 6M | +25.3% | -2.6% | +27.9% | +30.0% |
| YTD | +18.9% | +10.4% | +8.5% | +9.2% |
| 1Y | +11.9% | +12.9% | -0.9% | +0.7% |
| 3Y | +278.0% | +68.4% | +209.6% | +130.7% |
| 5Y | +306.4% | +47.7% | +258.8% | +182.3% |
| 10Y | +955.2% | +142.2% | +813.0% | +367.5% |
| All | +2,558.8% | +161.9% | +2,396.9% | +963.1% |
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