+47.0%
APO vs VLTO
+56.4%
-9.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | +5.8% | +1.0% | +4.8% | +5.4% |
| 30D | +8.9% | +17.5% | -8.6% | +2.5% |
| 3M | -13.6% | +21.4% | -35.0% | -19.8% |
| 6M | -5.4% | +38.1% | -43.5% | -16.8% |
| YTD | -13.6% | +19.0% | -32.7% | -19.1% |
| 1Y | -2.5% | +20.7% | -23.1% | -9.5% |
| 3Y | +50.9% | +64.3% | -13.4% | +29.1% |
| All | +47.0% | +56.4% | -9.4% | +26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling