+132.1%
APO vs VTR
+90.0%
+42.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.7% |
| 7D | -4.9% | -1.8% | -3.1% | -4.3% |
| 30D | -8.4% | +4.0% | -12.4% | -9.7% |
| 3M | -2.1% | +7.8% | -9.9% | -5.5% |
| 6M | +19.2% | +6.4% | +12.9% | +15.2% |
| YTD | -10.5% | +18.3% | -28.8% | -17.4% |
| 1Y | -2.7% | +33.9% | -36.6% | -15.2% |
| 3Y | +52.5% | +134.3% | -81.8% | 0.0% |
| 5Y | +132.1% | +90.3% | +41.8% | +63.8% |
| All | +132.1% | +90.0% | +42.0% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling