+137.0%
APO vs VSAT
+53.4%
+83.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.6% | -1.8% |
| 7D | +0.1% | +17.3% | -17.2% | -1.8% |
| 30D | +3.9% | -3.3% | +7.1% | +4.1% |
| 3M | +3.8% | +18.7% | -15.0% | +0.5% |
| 6M | +22.3% | +77.6% | -55.3% | +11.8% |
| YTD | -7.8% | +125.6% | -133.4% | -18.5% |
| 1Y | -0.3% | +158.3% | -158.6% | -14.1% |
| 3Y | +57.1% | +226.1% | -169.0% | +21.1% |
| 5Y | +137.0% | +54.7% | +82.3% | +91.9% |
| All | +137.0% | +53.4% | +83.5% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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