+1,766.1%
APO vs VNQ
+201.6%
+1,564.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | +0.3% |
| 7D | -1.0% | -0.9% | -0.1% | -0.2% |
| 30D | -0.4% | -2.2% | +1.9% | +1.5% |
| 3M | -0.9% | -1.9% | +1.1% | +0.3% |
| 6M | +22.1% | +3.2% | +18.9% | +18.0% |
| YTD | -8.4% | +9.4% | -17.8% | -15.8% |
| 1Y | -0.9% | +7.5% | -8.5% | -7.5% |
| 3Y | +56.1% | +31.1% | +25.1% | +21.7% |
| 5Y | +136.0% | +6.6% | +129.5% | +122.2% |
| 10Y | +949.3% | +63.9% | +885.4% | +592.8% |
| All | +1,766.1% | +201.6% | +1,564.5% | +709.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling