+1,162.4%
VST vs APO
+890.3%
+272.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.2% |
| 7D | -6.0% | +8.1% | -14.1% | -9.3% |
| 30D | -18.8% | +3.4% | -22.2% | -20.5% |
| 3M | -8.0% | -6.6% | -1.4% | -6.6% |
| 6M | -10.9% | -7.1% | -3.9% | -9.9% |
| YTD | -18.3% | -14.1% | -4.2% | -15.7% |
| 1Y | -29.9% | -4.7% | -25.2% | -30.8% |
| 3Y | +290.3% | +51.3% | +239.0% | +234.4% |
| 5Y | +635.3% | +82.7% | +552.6% | +472.1% |
| 10Y | +1,162.4% | +845.7% | +316.7% | +488.2% |
| All | +1,162.4% | +890.3% | +272.0% | +488.2% |
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