+3.5%
VRT vs APO
-7.6%
+11.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.6% | -3.2% |
| 7D | -17.7% | +8.1% | -25.8% | -19.0% |
| 30D | -20.0% | +3.4% | -23.4% | -20.4% |
| 3M | -28.1% | -6.6% | -21.4% | -26.3% |
| 6M | -42.8% | -7.1% | -35.8% | -41.9% |
| YTD | +20.0% | -14.1% | +34.1% | +24.5% |
| 1Y | +3.5% | -4.7% | +8.2% | +3.0% |
| All | +3.5% | -7.6% | +11.1% | +3.0% |
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