+1,039.3%
APD vs VO
+797.8%
+241.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | -3.7% | -2.6% | -1.1% | -1.4% |
| 30D | +9.6% | -0.9% | +10.6% | +10.5% |
| 3M | +1.6% | -3.0% | +4.6% | +4.3% |
| 6M | +2.2% | +2.2% | 0.0% | -0.2% |
| YTD | +25.9% | +10.6% | +15.3% | +13.8% |
| 1Y | +20.1% | +12.5% | +7.6% | +6.9% |
| 3Y | +12.4% | +61.4% | -49.0% | -28.5% |
| 5Y | +11.1% | +33.4% | -22.3% | -17.0% |
| 10Y | +190.1% | +201.5% | -11.4% | -0.8% |
| All | +1,039.3% | +797.8% | +241.5% | +37.1% |
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