+1,804.4%
APO vs VEU
+179.4%
+1,625.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -1.2% |
| 7D | -1.0% | +1.1% | -2.2% | -2.3% |
| 30D | +3.5% | +2.2% | +1.3% | +0.9% |
| 3M | +4.5% | +3.0% | +1.6% | +0.7% |
| 6M | +22.8% | +10.9% | +11.9% | +7.9% |
| YTD | -6.5% | +18.2% | -24.7% | -23.8% |
| 1Y | +0.8% | +28.3% | -27.4% | -25.2% |
| 3Y | +62.0% | +74.6% | -12.7% | -14.4% |
| 5Y | +138.2% | +56.4% | +81.9% | +45.7% |
| 10Y | +940.3% | +153.0% | +787.3% | +307.7% |
| All | +1,804.4% | +179.4% | +1,625.0% | +588.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling