+1,026.0%
APD vs VO
+827.2%
+198.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.8% |
| 7D | -2.2% | -0.3% | -1.9% | -2.0% |
| 30D | +2.1% | -0.3% | +2.4% | +2.4% |
| 3M | +7.2% | +2.9% | +4.2% | +4.2% |
| 6M | +11.2% | +9.3% | +1.9% | +2.0% |
| YTD | +24.4% | +14.2% | +10.2% | +9.4% |
| 1Y | +6.7% | +15.3% | -8.6% | -7.0% |
| 3Y | +9.2% | +56.2% | -47.0% | -28.3% |
| 5Y | +27.4% | +42.4% | -15.1% | -10.4% |
| 10Y | +164.8% | +194.7% | -29.9% | -7.3% |
| All | +1,026.0% | +827.2% | +198.8% | +31.7% |
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