+1,777.9%
APO vs VTV
+482.9%
+1,295.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.3% |
| 7D | +0.1% | +0.3% | -0.2% | -0.3% |
| 30D | +3.9% | +0.1% | +3.7% | +3.8% |
| 3M | +3.8% | +6.2% | -2.4% | -4.1% |
| 6M | +22.3% | +13.5% | +8.8% | +3.4% |
| YTD | -7.8% | +18.9% | -26.7% | -26.6% |
| 1Y | -0.3% | +25.8% | -26.1% | -26.2% |
| 3Y | +57.1% | +68.7% | -11.6% | -18.0% |
| 5Y | +137.0% | +80.3% | +56.6% | +17.8% |
| 10Y | +946.8% | +226.3% | +720.5% | +170.3% |
| All | +1,777.9% | +482.9% | +1,295.1% | +187.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling