+1,036.3%
VRTX vs APO
+1,594.4%
-558.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | -0.4% |
| 7D | -0.4% | +2.3% | -2.7% | -1.0% |
| 30D | +8.0% | +3.0% | +5.0% | +7.1% |
| 3M | +11.0% | -3.7% | +14.8% | +11.7% |
| 6M | +28.2% | -7.5% | +35.6% | +29.7% |
| YTD | +21.5% | -14.5% | +36.0% | +24.4% |
| 1Y | +34.5% | -6.2% | +40.7% | +34.4% |
| 3Y | +49.5% | +51.9% | -2.4% | +26.0% |
| 5Y | +188.3% | +76.5% | +111.8% | +124.4% |
| 10Y | +493.1% | +895.2% | -402.1% | +135.0% |
| All | +1,036.3% | +1,594.4% | -558.2% | +278.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling