+1,766.1%
APO vs VWO
+92.4%
+1,673.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | -0.4% | +0.9% | -1.3% | -1.2% |
| 3M | -0.9% | +4.3% | -5.1% | -4.6% |
| 6M | +22.1% | +10.5% | +11.6% | +11.0% |
| YTD | -8.4% | +13.4% | -21.7% | -18.7% |
| 1Y | -0.9% | +18.6% | -19.5% | -15.7% |
| 3Y | +56.1% | +65.8% | -9.7% | -0.8% |
| 5Y | +136.0% | +35.2% | +100.8% | +80.8% |
| 10Y | +949.3% | +116.6% | +832.7% | +461.7% |
| All | +1,766.1% | +92.4% | +1,673.7% | +966.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling