+51.9%
APO vs VO
+65.0%
-13.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +1.9% | +0.3% |
| 7D | +2.3% | -0.1% | +2.4% | +2.6% |
| 30D | +3.0% | +0.5% | +2.5% | +2.3% |
| 3M | -3.7% | -1.0% | -2.7% | -1.8% |
| 6M | -7.5% | +6.4% | -13.9% | -16.2% |
| YTD | -14.5% | +13.6% | -28.1% | -30.3% |
| 1Y | -6.2% | +14.5% | -20.6% | -24.4% |
| 3Y | +51.9% | +67.2% | -15.3% | -13.7% |
| All | +51.9% | +65.0% | -13.1% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling