+136.0%
APO vs VO
+42.2%
+93.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | +0.6% |
| 7D | -1.0% | -0.6% | -0.4% | -0.1% |
| 30D | -0.4% | -1.9% | +1.6% | +2.6% |
| 3M | -0.9% | +3.3% | -4.1% | -5.3% |
| 6M | +22.1% | +9.7% | +12.5% | +6.5% |
| YTD | -8.4% | +12.6% | -21.0% | -23.0% |
| 1Y | -0.9% | +13.6% | -14.6% | -17.7% |
| 3Y | +56.1% | +56.8% | -0.7% | -15.0% |
| 5Y | +136.0% | +42.3% | +93.7% | +50.4% |
| All | +136.0% | +42.2% | +93.8% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling