-2.5%
APO vs VO
+14.1%
-16.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.8% | +3.1% | +2.7% | +1.6% |
| 30D | +8.9% | +2.2% | +6.7% | +6.0% |
| 3M | -13.6% | -2.5% | -11.1% | -10.7% |
| 6M | -5.4% | +7.0% | -12.3% | -12.6% |
| YTD | -13.6% | +14.0% | -27.6% | -25.5% |
| 1Y | -2.5% | +15.6% | -18.1% | -17.2% |
| All | -2.5% | +14.1% | -16.6% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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