+2,282.5%
APH vs VXUS
+156.0%
+2,126.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.7% | -5.6% |
| 7D | -12.7% | -3.4% | -9.3% | -9.5% |
| 30D | -19.2% | -5.8% | -13.3% | -13.9% |
| 3M | -16.7% | -6.4% | -10.3% | -10.5% |
| 6M | +5.1% | -2.5% | +7.7% | +8.7% |
| YTD | +6.6% | +7.9% | -1.3% | 0.0% |
| 1Y | +3.9% | +11.5% | -7.6% | -5.4% |
| 3Y | +246.0% | +63.4% | +182.6% | +117.3% |
| 5Y | +268.0% | +42.9% | +225.1% | +163.7% |
| 10Y | +868.2% | +138.9% | +729.4% | +335.0% |
| All | +2,282.5% | +156.0% | +2,126.5% | +873.5% |
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