+1,777.9%
APO vs VSAT
+96.7%
+1,681.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.6% | -2.0% |
| 7D | +0.1% | +17.3% | -17.2% | -3.0% |
| 30D | +3.9% | -3.3% | +7.1% | +4.2% |
| 3M | +3.8% | +18.7% | -15.0% | -1.8% |
| 6M | +22.3% | +77.6% | -55.3% | +4.9% |
| YTD | -7.8% | +125.6% | -133.4% | -25.5% |
| 1Y | -0.3% | +158.3% | -158.6% | -23.0% |
| 3Y | +57.1% | +226.1% | -169.0% | -1.8% |
| 5Y | +137.0% | +54.7% | +82.3% | +66.3% |
| 10Y | +946.8% | +3.5% | +943.3% | +642.2% |
| All | +1,777.9% | +96.7% | +1,681.2% | +994.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling