+916.7%
APO vs VEU
+155.0%
+761.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | -0.5% |
| 7D | -3.5% | -1.4% | -2.1% | -1.7% |
| 30D | -6.6% | -0.4% | -6.1% | -6.1% |
| 3M | -3.3% | +2.5% | -5.8% | -6.7% |
| 6M | +22.6% | +11.1% | +11.4% | +4.6% |
| YTD | -9.8% | +16.5% | -26.3% | -28.2% |
| 1Y | -3.9% | +22.9% | -26.8% | -29.1% |
| 3Y | +52.5% | +73.4% | -20.9% | -29.7% |
| 5Y | +134.0% | +56.1% | +77.9% | +27.8% |
| All | +916.7% | +155.0% | +761.7% | +221.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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