-2.7%
APO vs VSH
+108.3%
-111.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.1% | -2.2% |
| 7D | -4.9% | +2.8% | -7.7% | -5.1% |
| 30D | -8.4% | -6.0% | -2.4% | -8.0% |
| 3M | -2.1% | -42.6% | +40.6% | +3.4% |
| 6M | +19.2% | +82.1% | -62.9% | +1.6% |
| YTD | -10.5% | +117.5% | -128.1% | -27.3% |
| 1Y | -2.7% | +109.0% | -111.7% | -21.7% |
| All | -2.7% | +108.3% | -111.0% | -21.7% |
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