+1,766.1%
APO vs VYM
+485.7%
+1,280.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.1% |
| 7D | -1.0% | -1.0% | 0.0% | +0.4% |
| 30D | -0.4% | -2.0% | +1.7% | +2.6% |
| 3M | -0.9% | +3.1% | -3.9% | -4.7% |
| 6M | +22.1% | +8.9% | +13.3% | +8.7% |
| YTD | -8.4% | +14.7% | -23.1% | -24.0% |
| 1Y | -0.9% | +19.4% | -20.4% | -22.1% |
| 3Y | +56.1% | +65.4% | -9.3% | -18.4% |
| 5Y | +136.0% | +77.6% | +58.5% | +16.3% |
| 10Y | +949.3% | +207.8% | +741.5% | +169.9% |
| All | +1,766.1% | +485.7% | +1,280.4% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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