-25.1%
VST vs APO
-4.6%
-20.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +10.9% | +0.2% | +10.8% | +10.8% |
| 30D | -15.6% | +3.1% | -18.7% | -15.5% |
| 3M | -7.8% | -12.0% | +4.2% | -5.3% |
| 6M | -12.0% | -5.0% | -7.0% | -10.8% |
| YTD | -16.9% | -14.0% | -2.9% | -9.2% |
| 1Y | -25.1% | -5.9% | -19.1% | -19.3% |
| All | -25.1% | -4.6% | -20.5% | -19.3% |
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