+1,024.4%
VRT vs APO
+134.3%
+890.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +4.7% |
| 7D | +13.6% | +0.1% | +13.5% | +13.5% |
| 30D | +6.8% | +3.9% | +2.9% | +3.0% |
| 3M | -3.2% | +3.8% | -7.0% | -6.5% |
| 6M | +20.3% | +22.3% | -1.9% | +0.7% |
| YTD | +79.6% | -7.8% | +87.4% | +84.0% |
| 1Y | +139.0% | -0.3% | +139.3% | +124.4% |
| 3Y | +644.6% | +57.1% | +587.5% | +388.4% |
| 5Y | +1,024.4% | +137.0% | +887.4% | +423.5% |
| All | +1,024.4% | +134.3% | +890.0% | +423.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling