-27.1%
APO vs VG
-50.2%
+23.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.3% | +4.5% |
| 7D | +2.3% | -8.3% | +10.6% | +2.9% |
| 30D | +3.0% | -10.3% | +13.3% | +3.5% |
| 3M | -3.7% | -10.8% | +7.1% | -3.5% |
| 6M | -7.5% | +3.5% | -11.0% | -9.8% |
| YTD | -14.5% | +74.0% | -88.5% | -25.3% |
| 1Y | -6.2% | +48.9% | -55.0% | -16.4% |
| All | -27.1% | -50.2% | +23.2% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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