+800.0%
VGT vs APO
+945.2%
-145.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | -0.2% | -3.5% | +3.3% | +1.2% |
| 30D | -0.4% | -6.6% | +6.1% | +2.1% |
| 3M | +4.4% | -3.3% | +7.7% | +5.2% |
| 6M | +32.1% | +22.6% | +9.5% | +20.4% |
| YTD | +28.8% | -9.8% | +38.6% | +31.7% |
| 1Y | +35.3% | -3.9% | +39.2% | +34.0% |
| 3Y | +124.8% | +52.5% | +72.3% | +79.9% |
| 5Y | +137.9% | +134.0% | +3.9% | +56.1% |
| All | +800.0% | +945.2% | -145.3% | +272.9% |
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