+361.8%
VRT vs APO
+43.9%
+318.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.8% |
| 7D | -21.4% | +0.8% | -22.1% | -22.6% |
| 30D | -25.8% | +1.0% | -26.9% | -27.3% |
| 3M | -33.5% | -8.4% | -25.1% | -30.7% |
| 6M | -49.0% | -9.1% | -39.9% | -46.7% |
| YTD | +12.9% | -18.3% | +31.3% | +25.5% |
| 1Y | 0.0% | -8.0% | +8.0% | -0.1% |
| 3Y | +361.8% | +47.1% | +314.8% | +220.4% |
| All | +361.8% | +43.9% | +318.0% | +220.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling