-34.9%
VST vs APO
-5.6%
-29.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +8.1% | -21.9% | -14.3% |
| 7D | -15.7% | +8.2% | -23.9% | -16.4% |
| 30D | -17.0% | +6.4% | -23.4% | -17.4% |
| 3M | -15.9% | -7.4% | -8.4% | -14.3% |
| 6M | -25.0% | -4.2% | -20.8% | -24.1% |
| YTD | -25.1% | -14.1% | -11.0% | -18.3% |
| 1Y | -34.9% | -4.4% | -30.5% | -31.7% |
| All | -34.9% | -5.6% | -29.2% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling