+132.1%
APO vs VCLT
-17.3%
+149.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -1.7% |
| 7D | -4.9% | -1.3% | -3.6% | -4.2% |
| 30D | -8.4% | -1.1% | -7.3% | -7.8% |
| 3M | -2.1% | -3.7% | +1.6% | +0.1% |
| 6M | +19.2% | -4.0% | +23.3% | +22.2% |
| YTD | -10.5% | -3.4% | -7.1% | -8.7% |
| 1Y | -2.7% | -4.1% | +1.4% | -0.3% |
| 3Y | +52.5% | +11.0% | +41.5% | +41.9% |
| 5Y | +132.1% | -17.0% | +149.1% | +127.5% |
| All | +132.1% | -17.3% | +149.4% | +127.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling