+137.0%
APO vs VSH
+65.5%
+71.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | +0.1% | +6.2% | -6.1% | -1.9% |
| 30D | +3.9% | -11.1% | +15.0% | +7.3% |
| 3M | +3.8% | -44.9% | +48.7% | +22.7% |
| 6M | +22.3% | +90.0% | -67.7% | -16.4% |
| YTD | -7.8% | +118.8% | -126.6% | -41.6% |
| 1Y | -0.3% | +109.0% | -109.3% | -36.5% |
| 3Y | +57.1% | +35.6% | +21.5% | +16.9% |
| 5Y | +137.0% | +66.7% | +70.3% | +47.7% |
| All | +137.0% | +65.5% | +71.5% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling