-2.5%
APO vs VMC
-5.0%
+2.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +5.8% | -1.3% | +7.0% | +6.2% |
| 30D | +8.9% | +15.5% | -6.6% | +5.6% |
| 3M | -13.6% | +0.6% | -14.2% | -13.5% |
| 6M | -5.4% | +2.1% | -7.5% | -5.9% |
| YTD | -13.6% | -1.6% | -12.1% | -16.0% |
| 1Y | -2.5% | -1.2% | -1.3% | -5.1% |
| All | -2.5% | -5.0% | +2.5% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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