+474.5%
VRTX vs APO
+890.3%
-415.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.6% |
| 7D | +3.2% | +8.1% | -4.9% | +1.6% |
| 30D | +7.4% | +3.4% | +4.0% | +6.6% |
| 3M | +4.6% | -6.6% | +11.2% | +5.7% |
| 6M | +27.5% | -7.1% | +34.5% | +28.6% |
| YTD | +20.9% | -14.1% | +35.0% | +23.2% |
| 1Y | +30.1% | -4.7% | +34.8% | +29.6% |
| 3Y | +46.6% | +51.3% | -4.7% | +27.4% |
| 5Y | +191.6% | +82.7% | +108.8% | +134.6% |
| 10Y | +474.5% | +845.7% | -371.2% | +182.3% |
| All | +474.5% | +890.3% | -415.8% | +182.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling