-4.4%
APO vs VWO
+5.9%
-10.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.7% | +6.4% | +7.1% |
| 7D | +8.2% | -1.3% | +9.5% | +9.0% |
| 30D | +6.4% | -7.1% | +13.6% | +11.1% |
| 3M | -7.4% | -6.1% | -1.3% | -4.1% |
| 6M | -4.2% | -3.9% | -0.3% | -2.2% |
| YTD | -14.1% | +5.0% | -19.1% | -17.2% |
| 1Y | -4.4% | +6.0% | -10.4% | -8.4% |
| All | -4.4% | +5.9% | -10.3% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling