-30.0%
APO vs VG
-51.4%
+21.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.0% | -0.5% | -4.2% |
| 7D | -1.1% | -22.0% | +20.9% | +0.6% |
| 30D | +1.1% | -14.7% | +15.9% | +2.0% |
| 3M | -9.2% | -7.1% | -2.2% | -9.4% |
| 6M | -9.2% | -11.2% | +1.9% | -10.0% |
| YTD | -18.0% | +69.8% | -87.8% | -28.2% |
| 1Y | -10.9% | +49.9% | -60.7% | -20.9% |
| All | -30.0% | -51.4% | +21.4% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling