+54.8%
APO vs VTR
+131.3%
-76.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -1.0% | -2.9% | +1.9% | -0.7% |
| 30D | -0.4% | -2.8% | +2.4% | -0.1% |
| 3M | -0.9% | +9.0% | -9.9% | -2.7% |
| 6M | +22.1% | +5.0% | +17.2% | +20.6% |
| YTD | -8.4% | +16.9% | -25.3% | -11.7% |
| 1Y | -0.9% | +34.3% | -35.2% | -8.1% |
| All | +54.8% | +131.3% | -76.5% | +27.0% |
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