+51.2%
APO vs VWO
+61.8%
-10.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.0% |
| 7D | -4.9% | -1.7% | -3.2% | -3.5% |
| 30D | -8.4% | -0.3% | -8.1% | -8.2% |
| 3M | -2.1% | +4.0% | -6.0% | -5.4% |
| 6M | +19.2% | +8.1% | +11.1% | +10.7% |
| YTD | -10.5% | +11.6% | -22.2% | -19.8% |
| 1Y | -2.7% | +16.2% | -18.9% | -16.5% |
| All | +51.2% | +61.8% | -10.6% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling