+853.3%
APO vs VCLT
+21.5%
+831.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +2.0% |
| 7D | +5.8% | -2.3% | +8.0% | +7.3% |
| 30D | +8.9% | +0.8% | +8.1% | +8.4% |
| 3M | -13.6% | -2.7% | -11.0% | -12.0% |
| 6M | -5.4% | -4.3% | -1.1% | -2.6% |
| YTD | -13.6% | -4.3% | -9.3% | -11.1% |
| 1Y | -2.5% | -4.4% | +1.9% | +0.4% |
| 3Y | +50.9% | +13.8% | +37.1% | +37.8% |
| 5Y | +81.4% | -17.0% | +98.4% | +101.9% |
| All | +853.3% | +21.5% | +831.8% | +943.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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