+69.8%
APA vs VO
+32.6%
+37.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.8% | +2.8% |
| 7D | -15.5% | -2.6% | -13.0% | -13.2% |
| 30D | +2.4% | -0.9% | +3.3% | +3.1% |
| 3M | +22.8% | -3.0% | +25.8% | +26.2% |
| 6M | +17.9% | +2.2% | +15.7% | +13.3% |
| YTD | +87.7% | +10.6% | +77.1% | +62.0% |
| 1Y | +94.2% | +12.5% | +81.7% | +63.8% |
| 3Y | +27.2% | +61.4% | -34.2% | -29.3% |
| All | +69.8% | +32.6% | +37.2% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling