+20.5%
VEA vs APO
-5.6%
+26.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.1% | -6.0% | +0.9% |
| 7D | +0.7% | +8.2% | -7.5% | -0.5% |
| 30D | -0.4% | +6.4% | -6.9% | -1.4% |
| 3M | -1.7% | -7.4% | +5.8% | -0.8% |
| 6M | +5.1% | -4.2% | +9.3% | +5.4% |
| YTD | +14.4% | -14.1% | +28.6% | +17.1% |
| 1Y | +20.5% | -4.4% | +24.9% | +20.5% |
| All | +20.5% | -5.6% | +26.2% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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