+0.8%
APO vs VNQ
+9.6%
-8.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | -1.0% | -1.3% | +0.2% | -0.3% |
| 30D | +3.5% | -2.9% | +6.4% | +5.3% |
| 3M | +4.5% | +0.8% | +3.7% | +3.1% |
| 6M | +22.8% | +2.5% | +20.3% | +20.2% |
| YTD | -6.5% | +10.6% | -17.1% | -16.4% |
| 1Y | +0.8% | +9.1% | -8.2% | -10.3% |
| All | +0.8% | +9.6% | -8.7% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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