+2,584.1%
APH vs VXUS
+163.7%
+2,420.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.8% | +5.4% | +5.3% |
| 7D | +1.1% | +0.8% | +0.3% | +0.5% |
| 30D | -7.5% | -1.9% | -5.6% | -5.3% |
| 3M | -4.4% | -4.4% | 0.0% | +0.6% |
| 6M | +26.5% | -2.0% | +28.4% | +30.3% |
| YTD | +20.0% | +11.1% | +8.9% | +9.5% |
| 1Y | +16.9% | +15.1% | +1.8% | +3.2% |
| 3Y | +288.5% | +70.4% | +218.1% | +134.3% |
| 5Y | +310.3% | +47.2% | +263.1% | +185.8% |
| 10Y | +951.3% | +142.3% | +809.0% | +365.3% |
| All | +2,584.1% | +163.7% | +2,420.4% | +965.8% |
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