+1,112.0%
VST vs APO
+857.2%
+254.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.4% | +11.0% | +10.7% |
| 7D | -9.8% | +0.8% | -10.6% | -10.8% |
| 30D | -25.1% | +1.0% | -26.2% | -26.2% |
| 3M | -11.6% | -8.4% | -3.2% | -9.7% |
| 6M | -20.9% | -9.1% | -11.8% | -19.5% |
| YTD | -22.3% | -18.3% | -4.0% | -18.3% |
| 1Y | -32.0% | -8.0% | -24.0% | -32.1% |
| 3Y | +262.4% | +47.1% | +215.3% | +214.1% |
| 5Y | +563.4% | +67.2% | +496.2% | +432.1% |
| All | +1,112.0% | +857.2% | +254.8% | +475.4% |
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 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