+57.1%
APO vs VCLT
+12.2%
+44.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | +3.9% | -0.6% | +4.4% | +4.2% |
| 3M | +3.8% | -2.2% | +6.0% | +5.2% |
| 6M | +22.3% | -2.9% | +25.2% | +24.5% |
| YTD | -7.8% | -2.1% | -5.7% | -6.7% |
| 1Y | -0.3% | -2.6% | +2.3% | +1.2% |
| 3Y | +57.1% | +12.5% | +44.6% | +39.7% |
| All | +57.1% | +12.2% | +44.9% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling