+190.7%
APD vs VO
+202.1%
-11.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | -0.1% |
| 7D | -1.2% | +0.2% | -1.4% | -1.4% |
| 30D | +11.0% | +2.0% | +9.0% | +9.1% |
| 3M | +2.6% | -0.3% | +2.9% | +2.7% |
| 6M | +4.8% | +7.3% | -2.5% | -1.5% |
| YTD | +31.0% | +15.0% | +16.0% | +15.4% |
| 1Y | +23.4% | +14.7% | +8.7% | +9.0% |
| 3Y | +28.4% | +67.3% | -38.9% | -18.4% |
| 5Y | +15.2% | +38.8% | -23.6% | -14.7% |
| 10Y | +190.7% | +201.6% | -10.9% | +8.5% |
| All | +190.7% | +202.1% | -11.5% | +8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling