-26.3%
APO vs VG
-44.6%
+18.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.7% | +1.8% |
| 7D | +5.8% | +14.0% | -8.2% | +4.7% |
| 30D | +8.9% | -1.0% | +9.9% | +8.6% |
| 3M | -13.6% | -2.7% | -10.9% | -13.9% |
| 6M | -5.4% | +1.5% | -6.9% | -6.9% |
| YTD | -13.6% | +93.7% | -107.3% | -25.1% |
| 1Y | -2.5% | +68.5% | -71.0% | -13.8% |
| All | -26.3% | -44.6% | +18.3% | -30.9% |
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