+916.7%
APO vs VTV
+234.5%
+682.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.2% |
| 7D | -3.5% | -1.1% | -2.4% | -1.9% |
| 30D | -6.6% | -1.0% | -5.5% | -5.1% |
| 3M | -3.3% | +4.6% | -7.9% | -9.4% |
| 6M | +22.6% | +13.5% | +9.1% | +2.0% |
| YTD | -9.8% | +18.5% | -28.3% | -29.4% |
| 1Y | -3.9% | +22.9% | -26.8% | -28.5% |
| 3Y | +52.5% | +67.8% | -15.4% | -24.9% |
| 5Y | +134.0% | +81.8% | +52.2% | +6.9% |
| All | +916.7% | +234.5% | +682.2% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling