+175.6%
APA vs VO
+42.2%
+133.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.9% |
| 7D | +0.3% | -0.6% | +0.9% | +0.9% |
| 30D | +9.3% | -1.9% | +11.2% | +11.5% |
| 3M | +23.3% | +3.3% | +20.1% | +17.7% |
| 6M | +39.5% | +9.7% | +29.8% | +22.1% |
| YTD | +87.6% | +12.6% | +75.0% | +58.7% |
| 1Y | +114.2% | +13.6% | +100.6% | +78.7% |
| 3Y | +13.6% | +56.8% | -43.2% | -35.6% |
| 5Y | +175.6% | +42.3% | +133.3% | +90.3% |
| All | +175.6% | +42.2% | +133.4% | +90.3% |
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 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