-4.7%
APO vs VLTO
+20.4%
-25.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +8.1% | +1.6% | +6.5% | +8.0% |
| 30D | +3.4% | +22.0% | -18.5% | +2.5% |
| 3M | -6.6% | +21.9% | -28.5% | -7.5% |
| 6M | -7.1% | +36.5% | -43.6% | -7.3% |
| YTD | -14.1% | +19.0% | -33.1% | -13.2% |
| 1Y | -4.7% | +21.0% | -25.7% | -3.7% |
| All | -4.7% | +20.4% | -25.1% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling