+50.9%
APO vs VTR
+130.0%
-79.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.6% | +1.8% |
| 7D | +5.8% | +0.2% | +5.6% | +5.7% |
| 30D | +8.9% | +5.5% | +3.4% | +8.2% |
| 3M | -13.6% | -0.9% | -12.7% | -13.7% |
| 6M | -5.4% | -0.4% | -5.0% | -5.8% |
| YTD | -13.6% | +17.0% | -30.7% | -16.7% |
| 1Y | -2.5% | +18.0% | -20.4% | -6.2% |
| 3Y | +50.9% | +127.4% | -76.5% | +27.5% |
| All | +50.9% | +130.0% | -79.1% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling