+57.1%
APO vs VMC
+22.8%
+34.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.3% | -0.5% |
| 7D | +0.1% | -0.5% | +0.6% | +0.4% |
| 30D | +3.9% | -9.1% | +13.0% | +9.5% |
| 3M | +3.8% | -4.1% | +7.9% | +5.3% |
| 6M | +22.3% | -5.5% | +27.8% | +24.1% |
| YTD | -7.8% | -8.9% | +1.1% | -6.1% |
| 1Y | -0.3% | -12.9% | +12.6% | +4.7% |
| 3Y | +57.1% | +22.1% | +35.0% | +30.7% |
| All | +57.1% | +22.8% | +34.3% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling