+192.8%
APD vs VO
+197.6%
-4.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.1% |
| 7D | +2.2% | +2.9% | -0.8% | -0.3% |
| 30D | +9.4% | +1.0% | +8.4% | +8.4% |
| 3M | +4.7% | -1.7% | +6.4% | +6.1% |
| 6M | +5.5% | +6.7% | -1.2% | -0.5% |
| YTD | +31.4% | +14.0% | +17.4% | +16.6% |
| 1Y | +24.1% | +13.7% | +10.4% | +10.4% |
| 3Y | +28.8% | +65.8% | -37.1% | -17.5% |
| 5Y | +15.8% | +36.6% | -20.8% | -13.1% |
| All | +192.8% | +197.6% | -4.8% | +9.5% |
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