+1,777.9%
APO vs VTR
+186.9%
+1,591.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -0.9% | -1.2% |
| 7D | +0.1% | -2.4% | +2.5% | +0.9% |
| 30D | +3.9% | -3.7% | +7.6% | +5.0% |
| 3M | +3.8% | +13.5% | -9.8% | -1.6% |
| 6M | +22.3% | +7.2% | +15.1% | +17.9% |
| YTD | -7.8% | +17.6% | -25.4% | -14.2% |
| 1Y | -0.3% | +35.4% | -35.7% | -12.3% |
| 3Y | +57.1% | +132.8% | -75.7% | +11.1% |
| 5Y | +137.0% | +88.7% | +48.3% | +79.6% |
| 10Y | +946.8% | +87.6% | +859.2% | +585.6% |
| All | +1,777.9% | +186.9% | +1,591.0% | +829.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling