+137.0%
APO vs VIG
+63.6%
+73.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.1% |
| 7D | +0.1% | -0.4% | +0.5% | +0.8% |
| 30D | +3.9% | -2.1% | +6.0% | +7.7% |
| 3M | +3.8% | +3.3% | +0.4% | -1.6% |
| 6M | +22.3% | +9.3% | +13.0% | +5.6% |
| YTD | -7.8% | +10.1% | -17.9% | -21.2% |
| 1Y | -0.3% | +14.7% | -15.1% | -20.4% |
| 3Y | +57.1% | +56.9% | +0.2% | -21.7% |
| 5Y | +137.0% | +62.9% | +74.0% | +13.8% |
| All | +137.0% | +63.6% | +73.4% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling