+196.8%
VEA vs APO
+1,612.1%
-1,415.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | +2.3% | +5.8% | -3.5% | +0.7% |
| 30D | +0.2% | +8.9% | -8.7% | -2.2% |
| 3M | -5.3% | -13.6% | +8.3% | -1.8% |
| 6M | -0.9% | -5.4% | +4.5% | -0.2% |
| YTD | +12.2% | -13.6% | +25.8% | +15.0% |
| 1Y | +16.1% | -2.5% | +18.6% | +14.9% |
| 3Y | +73.0% | +50.9% | +22.1% | +45.7% |
| 5Y | +53.7% | +81.4% | -27.7% | +19.0% |
| 10Y | +159.3% | +843.9% | -684.6% | +18.8% |
| All | +196.8% | +1,612.1% | -1,415.2% | +5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling