+20.1%
APD vs VLTO
+56.4%
-36.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +3.8% | +1.0% | +2.8% | +3.5% |
| 30D | +8.2% | +17.5% | -9.3% | +3.1% |
| 3M | +4.3% | +21.4% | -17.1% | -1.7% |
| 6M | +4.7% | +38.1% | -33.4% | -5.3% |
| YTD | +31.5% | +19.0% | +12.5% | +24.4% |
| 1Y | +23.5% | +20.7% | +2.9% | +16.3% |
| 3Y | +29.1% | +64.3% | -35.2% | +14.5% |
| All | +20.1% | +56.4% | -36.3% | +8.8% |
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