+123.4%
VRT vs APO
+1.9%
+121.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.5% |
| 7D | +9.1% | -1.0% | +10.1% | +9.4% |
| 30D | +0.9% | +3.5% | -2.5% | 0.0% |
| 3M | -13.4% | +4.5% | -17.9% | -14.7% |
| 6M | +11.7% | +22.8% | -11.1% | +8.8% |
| YTD | +73.2% | -6.5% | +79.7% | +70.8% |
| 1Y | +123.4% | +0.8% | +122.6% | +117.4% |
| All | +123.4% | +1.9% | +121.6% | +117.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling