+1,804.4%
APO vs VSH
+123.3%
+1,681.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -2.3% |
| 7D | -1.0% | +4.1% | -5.1% | -2.6% |
| 30D | +3.5% | -4.2% | +7.6% | +4.2% |
| 3M | +4.5% | -50.0% | +54.5% | +31.2% |
| 6M | +22.8% | +80.2% | -57.4% | -14.2% |
| YTD | -6.5% | +121.1% | -127.6% | -40.9% |
| 1Y | +0.8% | +112.0% | -111.2% | -36.0% |
| 3Y | +62.0% | +22.5% | +39.4% | +24.0% |
| 5Y | +138.2% | +64.0% | +74.2% | +57.5% |
| 10Y | +940.3% | +170.4% | +769.9% | +429.1% |
| All | +1,804.4% | +123.3% | +1,681.1% | +817.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling