+611.0%
VRT vs APO
+62.1%
+548.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.8% |
| 7D | +9.1% | -1.0% | +10.1% | +9.9% |
| 30D | +0.9% | +3.5% | -2.5% | -2.1% |
| 3M | -13.4% | +4.5% | -17.9% | -16.5% |
| 6M | +11.7% | +22.8% | -11.1% | -5.6% |
| YTD | +73.2% | -6.5% | +79.7% | +77.2% |
| 1Y | +123.4% | +0.8% | +122.6% | +109.6% |
| All | +611.0% | +62.1% | +548.8% | +399.8% |
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