+39.0%
APO vs VLTO
+54.8%
-15.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | +0.8% | +5.4% | -4.6% | -1.1% |
| 30D | +1.0% | +22.3% | -21.3% | -6.4% |
| 3M | -8.4% | +19.6% | -28.0% | -14.4% |
| 6M | -9.1% | +35.2% | -44.3% | -19.4% |
| YTD | -18.3% | +17.9% | -36.2% | -23.2% |
| 1Y | -8.0% | +19.5% | -27.5% | -14.3% |
| 3Y | +47.1% | +73.9% | -26.9% | +24.3% |
| All | +39.0% | +54.8% | -15.8% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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