+1,804.4%
APO vs VT
+358.1%
+1,446.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | +0.4% | -1.5% | -1.6% |
| 30D | +3.5% | +1.0% | +2.5% | +2.2% |
| 3M | +4.5% | +2.4% | +2.2% | +1.2% |
| 6M | +22.8% | +12.0% | +10.8% | +5.4% |
| YTD | -6.5% | +15.3% | -21.8% | -22.7% |
| 1Y | +0.8% | +22.6% | -21.8% | -23.0% |
| 3Y | +62.0% | +74.7% | -12.7% | -18.9% |
| 5Y | +138.2% | +66.1% | +72.1% | +31.2% |
| 10Y | +940.3% | +225.0% | +715.3% | +183.4% |
| All | +1,804.4% | +358.1% | +1,446.3% | +292.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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