+839.9%
APO vs VSH
+141.4%
+698.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.8% | -8.6% | -3.1% |
| 7D | +0.2% | +12.8% | -12.6% | -5.0% |
| 30D | +3.1% | -9.0% | +12.2% | +4.5% |
| 3M | -12.0% | -12.2% | +0.2% | -11.0% |
| 6M | -5.0% | -15.9% | +11.0% | -10.5% |
| YTD | -14.0% | +103.2% | -117.2% | -48.2% |
| 1Y | -5.9% | +108.4% | -114.4% | -44.2% |
| 3Y | +51.6% | +41.6% | +10.0% | +0.5% |
| 5Y | +80.8% | +54.6% | +26.2% | +11.7% |
| 10Y | +839.9% | +138.2% | +701.8% | +361.8% |
| All | +839.9% | +141.4% | +698.5% | +361.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 10y: compounded portfolio wealth divided by compounded VSH 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…
10y analysis · Full analysis span regression · 6 months rolling