+18.5%
APD vs VLTO
+56.3%
-37.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.3% |
| 7D | -0.2% | +1.6% | -1.9% | -0.7% |
| 30D | +11.0% | +22.0% | -10.9% | +4.6% |
| 3M | +2.0% | +21.9% | -19.9% | -4.0% |
| 6M | +7.1% | +36.5% | -29.5% | -2.8% |
| YTD | +29.8% | +19.0% | +10.8% | +22.7% |
| 1Y | +24.0% | +21.0% | +3.1% | +16.6% |
| 3Y | +27.2% | +69.9% | -42.7% | +12.9% |
| All | +18.5% | +56.3% | -37.8% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling