+70.1%
APA vs VO
+822.0%
-751.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.5% | -0.2% | -5.4% | -5.6% |
| 30D | -1.2% | +0.5% | -1.6% | -2.3% |
| 3M | +10.6% | -1.1% | +11.7% | +11.2% |
| 6M | +28.4% | +6.4% | +22.0% | +16.2% |
| YTD | +89.7% | +13.5% | +76.2% | +55.4% |
| 1Y | +90.6% | +13.6% | +77.0% | +55.8% |
| 3Y | +36.9% | +65.2% | -28.3% | -30.5% |
| 5Y | +83.2% | +37.7% | +45.5% | +18.7% |
| 10Y | -0.1% | +198.4% | -198.5% | -70.0% |
| All | +70.1% | +822.0% | -751.9% | -84.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling