-5.9%
APO vs VSH
+103.4%
-109.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.8% | -8.6% | -0.5% |
| 7D | +0.2% | +12.8% | -12.6% | -1.0% |
| 30D | +3.1% | -9.0% | +12.2% | +3.5% |
| 3M | -12.0% | -12.2% | +0.2% | -11.7% |
| 6M | -5.0% | -15.9% | +11.0% | -7.3% |
| YTD | -14.0% | +103.2% | -117.2% | -33.7% |
| 1Y | -5.9% | +108.4% | -114.4% | -28.2% |
| All | -5.9% | +103.4% | -109.4% | -28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling