+161.1%
VEA vs APO
+945.2%
-784.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.8% |
| 7D | -1.5% | -3.5% | +2.1% | -0.5% |
| 30D | -0.8% | -6.6% | +5.7% | +0.9% |
| 3M | +2.5% | -3.3% | +5.7% | +3.0% |
| 6M | +11.1% | +22.6% | -11.5% | +4.3% |
| YTD | +17.2% | -9.8% | +27.0% | +19.0% |
| 1Y | +24.5% | -3.9% | +28.4% | +23.6% |
| 3Y | +75.4% | +52.5% | +23.0% | +46.9% |
| 5Y | +61.1% | +134.0% | -72.9% | +14.9% |
| All | +161.1% | +945.2% | -784.2% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling