+1,659.1%
APO vs VMC
+589.3%
+1,069.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | +5.8% | -1.3% | +7.0% | +6.4% |
| 30D | +8.9% | +15.5% | -6.6% | +2.1% |
| 3M | -13.6% | +0.6% | -14.2% | -13.9% |
| 6M | -5.4% | +2.1% | -7.5% | -6.8% |
| YTD | -13.6% | -1.6% | -12.1% | -14.4% |
| 1Y | -2.5% | -1.2% | -1.3% | -3.6% |
| 3Y | +50.9% | +35.3% | +15.5% | +29.8% |
| 5Y | +81.4% | +43.6% | +37.8% | +51.8% |
| 10Y | +843.9% | +126.7% | +717.2% | +517.6% |
| All | +1,659.1% | +589.3% | +1,069.7% | +645.8% |
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