+104.6%
VGT vs APO
+81.1%
+23.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.4% |
| 7D | +2.5% | +5.8% | -3.3% | +0.1% |
| 30D | -9.5% | +8.9% | -18.4% | -12.9% |
| 3M | -9.5% | -13.6% | +4.1% | -4.3% |
| 6M | -1.8% | -5.4% | +3.6% | -0.7% |
| YTD | +18.4% | -13.6% | +32.0% | +23.2% |
| 1Y | +18.7% | -2.5% | +21.2% | +16.7% |
| 3Y | +103.8% | +50.9% | +52.9% | +55.0% |
| All | +104.6% | +81.1% | +23.5% | +35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling