+1,651.7%
APO vs VSH
+105.3%
+1,546.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.8% | -8.6% | -3.0% |
| 7D | +0.2% | +12.8% | -12.6% | -4.9% |
| 30D | +3.1% | -9.0% | +12.2% | +4.4% |
| 3M | -12.0% | -12.2% | +0.2% | -11.0% |
| 6M | -5.0% | -15.9% | +11.0% | -9.7% |
| YTD | -14.0% | +103.2% | -117.2% | -45.7% |
| 1Y | -5.9% | +108.4% | -114.4% | -41.5% |
| 3Y | +51.6% | +41.6% | +10.0% | +4.6% |
| 5Y | +80.8% | +54.6% | +26.2% | +18.2% |
| 10Y | +839.9% | +138.2% | +701.8% | +385.2% |
| All | +1,651.7% | +105.3% | +1,546.4% | +742.8% |
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 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