+1,636.6%
VGT vs APO
+1,753.5%
-116.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +1.0% | -1.0% | +2.0% | +1.3% |
| 30D | +1.3% | +3.5% | -2.2% | -0.2% |
| 3M | -1.1% | +4.5% | -5.7% | -3.2% |
| 6M | +32.6% | +22.8% | +9.8% | +22.1% |
| YTD | +29.0% | -6.5% | +35.5% | +30.0% |
| 1Y | +39.7% | +0.8% | +38.9% | +36.2% |
| 3Y | +120.9% | +62.0% | +59.0% | +78.8% |
| 5Y | +133.6% | +138.2% | -4.7% | +62.1% |
| 10Y | +792.6% | +940.3% | -147.7% | +288.7% |
| All | +1,636.6% | +1,753.5% | -116.9% | +512.9% |
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 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