+443.5%
VRTX vs APO
+948.0%
-504.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.9% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | +6.6% | +3.9% | +2.8% | +5.7% |
| 3M | +19.4% | +3.8% | +15.6% | +18.1% |
| 6M | +15.8% | +22.3% | -6.5% | +10.5% |
| YTD | +16.7% | -7.8% | +24.5% | +17.4% |
| 1Y | +33.8% | -0.3% | +34.1% | +32.0% |
| 3Y | +54.2% | +57.1% | -2.9% | +32.9% |
| 5Y | +176.4% | +137.0% | +39.4% | +108.0% |
| 10Y | +443.5% | +946.8% | -503.3% | +136.8% |
| All | +443.5% | +948.0% | -504.5% | +136.8% |
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 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