+0.8%
APO vs VWO
+23.1%
-22.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | -1.0% | +1.1% | -2.1% | -1.6% |
| 30D | +3.5% | +2.4% | +1.1% | +2.1% |
| 3M | +4.5% | +2.0% | +2.5% | +3.2% |
| 6M | +22.8% | +10.7% | +12.1% | +17.2% |
| YTD | -6.5% | +14.4% | -20.9% | -12.5% |
| 1Y | +0.8% | +22.7% | -21.9% | -5.9% |
| All | +0.8% | +23.1% | -22.2% | -5.9% |
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