+1,648.7%
APO vs VSH
+88.7%
+1,559.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.1% |
| 7D | +8.1% | -1.6% | +9.7% | +7.8% |
| 30D | +3.4% | -21.3% | +24.7% | +10.6% |
| 3M | -6.6% | -18.9% | +12.3% | -2.7% |
| 6M | -7.1% | -21.4% | +14.4% | -9.4% |
| YTD | -14.1% | +86.8% | -101.0% | -44.0% |
| 1Y | -4.7% | +85.8% | -90.4% | -37.9% |
| 3Y | +51.3% | +30.1% | +21.2% | +7.9% |
| 5Y | +82.7% | +42.8% | +39.9% | +23.2% |
| 10Y | +845.7% | +121.2% | +724.5% | +402.6% |
| All | +1,648.7% | +88.7% | +1,559.9% | +769.2% |
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 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