+1,530.4%
VGT vs APO
+1,604.8%
-74.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | -10.1% | +3.1% | -13.2% | -11.3% |
| 3M | -5.3% | -12.0% | +6.7% | -1.5% |
| 6M | +0.2% | -5.0% | +5.2% | +1.0% |
| YTD | +21.1% | -14.0% | +35.1% | +25.2% |
| 1Y | +18.2% | -5.9% | +24.1% | +18.2% |
| 3Y | +107.4% | +51.6% | +55.9% | +71.6% |
| 5Y | +111.5% | +80.8% | +30.7% | +60.5% |
| 10Y | +735.5% | +839.9% | -104.4% | +275.2% |
| All | +1,530.4% | +1,604.8% | -74.5% | +490.1% |
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