+1,804.4%
APO vs VMC
+548.6%
+1,255.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.0% |
| 7D | -1.0% | -4.3% | +3.3% | +1.0% |
| 30D | +3.5% | -8.2% | +11.7% | +7.5% |
| 3M | +4.5% | -7.0% | +11.6% | +7.5% |
| 6M | +22.8% | -10.8% | +33.5% | +28.0% |
| YTD | -6.5% | -7.4% | +0.9% | -4.7% |
| 1Y | +0.8% | -9.5% | +10.3% | +3.7% |
| 3Y | +62.0% | +20.5% | +41.5% | +46.5% |
| 5Y | +138.2% | +51.6% | +86.7% | +95.4% |
| 10Y | +940.3% | +150.0% | +790.2% | +559.9% |
| All | +1,804.4% | +548.6% | +1,255.8% | +729.7% |
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 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