+262.4%
VST vs APO
+43.9%
+218.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.4% | +11.0% | +10.8% |
| 7D | -9.8% | +0.8% | -10.6% | -11.2% |
| 30D | -25.1% | +1.0% | -26.2% | -26.6% |
| 3M | -11.6% | -8.4% | -3.2% | -8.8% |
| 6M | -20.9% | -9.1% | -11.8% | -19.0% |
| YTD | -22.3% | -18.3% | -4.0% | -15.4% |
| 1Y | -32.0% | -8.0% | -24.0% | -32.6% |
| 3Y | +262.4% | +47.1% | +215.3% | +224.0% |
| All | +262.4% | +43.9% | +218.5% | +224.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling