+916.7%
APO vs VWO
+117.1%
+799.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | +0.1% |
| 7D | -3.5% | -1.8% | -1.7% | -1.7% |
| 30D | -6.6% | -0.1% | -6.5% | -6.5% |
| 3M | -3.3% | +2.2% | -5.5% | -5.6% |
| 6M | +22.6% | +8.8% | +13.8% | +11.3% |
| YTD | -9.8% | +12.4% | -22.2% | -21.1% |
| 1Y | -3.9% | +15.6% | -19.5% | -18.6% |
| 3Y | +52.5% | +62.5% | -10.1% | -10.4% |
| 5Y | +134.0% | +34.3% | +99.8% | +70.0% |
| All | +916.7% | +117.1% | +799.6% | +394.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling