+916.7%
APO vs VNQ
+64.0%
+852.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.2% |
| 7D | -3.5% | -1.3% | -2.2% | -2.3% |
| 30D | -6.6% | -2.6% | -4.0% | -4.2% |
| 3M | -3.3% | -2.0% | -1.3% | -1.9% |
| 6M | +22.6% | +4.3% | +18.3% | +16.9% |
| YTD | -9.8% | +9.2% | -19.0% | -17.6% |
| 1Y | -3.9% | +5.6% | -9.5% | -9.3% |
| 3Y | +52.5% | +30.8% | +21.6% | +15.9% |
| 5Y | +134.0% | +8.0% | +126.0% | +116.1% |
| All | +916.7% | +64.0% | +852.7% | +550.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling