+132.1%
APO vs VTV
+78.5%
+53.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.2% |
| 7D | -4.9% | -2.1% | -2.8% | -1.5% |
| 30D | -8.4% | -1.3% | -7.1% | -6.2% |
| 3M | -2.1% | +5.6% | -7.7% | -10.7% |
| 6M | +19.2% | +12.4% | +6.9% | -2.4% |
| YTD | -10.5% | +17.6% | -28.2% | -32.3% |
| 1Y | -2.7% | +23.5% | -26.2% | -32.2% |
| 3Y | +52.5% | +67.0% | -14.5% | -33.8% |
| 5Y | +132.1% | +80.5% | +51.5% | -9.8% |
| All | +132.1% | +78.5% | +53.6% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling