+1,648.7%
APO vs VMC
+610.8%
+1,037.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.8% |
| 7D | +8.1% | +1.1% | +7.0% | +7.7% |
| 30D | +3.4% | +17.7% | -14.2% | -3.8% |
| 3M | -6.6% | +1.1% | -7.7% | -7.1% |
| 6M | -7.1% | +1.8% | -8.9% | -8.4% |
| YTD | -14.1% | +1.5% | -15.6% | -16.1% |
| 1Y | -4.7% | -1.1% | -3.6% | -5.7% |
| 3Y | +51.3% | +38.8% | +12.5% | +28.7% |
| 5Y | +82.7% | +49.6% | +33.2% | +50.2% |
| 10Y | +845.7% | +130.6% | +715.1% | +513.1% |
| All | +1,648.7% | +610.8% | +1,037.9% | +631.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling