+48.1%
APA vs VO
+66.5%
-18.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +8.5% | +3.1% | +5.4% | +5.3% |
| 30D | +2.8% | +2.2% | +0.6% | +0.2% |
| 3M | +21.7% | -2.5% | +24.2% | +24.3% |
| 6M | +32.6% | +7.0% | +25.7% | +21.3% |
| YTD | +103.7% | +14.0% | +89.7% | +69.7% |
| 1Y | +101.8% | +15.6% | +86.2% | +64.6% |
| 3Y | +48.1% | +66.2% | -18.1% | -25.3% |
| All | +48.1% | +66.5% | -18.5% | -25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling