+88.8%
APA vs VO
+15.8%
+73.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | +23.4% | -0.3% | +23.7% | +23.3% |
| 3M | +12.7% | +2.9% | +9.7% | +13.6% |
| 6M | +39.4% | +9.3% | +30.1% | +43.9% |
| YTD | +79.0% | +14.2% | +64.8% | +78.2% |
| 1Y | +88.8% | +15.3% | +73.6% | +93.3% |
| All | +88.8% | +15.8% | +73.0% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling