+1,659.1%
APO vs VIG
+518.9%
+1,140.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.8% | +3.5% | +2.3% | +0.9% |
| 30D | +8.9% | +4.9% | +4.0% | +2.1% |
| 3M | -13.6% | +2.5% | -16.2% | -16.2% |
| 6M | -5.4% | +11.0% | -16.4% | -17.8% |
| YTD | -13.6% | +16.0% | -29.6% | -29.2% |
| 1Y | -2.5% | +17.5% | -20.0% | -21.5% |
| 3Y | +50.9% | +67.0% | -16.1% | -22.2% |
| 5Y | +81.4% | +64.8% | +16.6% | -2.3% |
| 10Y | +843.9% | +263.6% | +580.3% | +103.5% |
| All | +1,659.1% | +518.9% | +1,140.2% | +123.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling