+897.3%
VST vs APO
+841.0%
+56.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.5% | -1.7% | -4.5% |
| 7D | -19.9% | -1.1% | -18.8% | -20.2% |
| 30D | -29.7% | +1.1% | -30.8% | -30.6% |
| 3M | -19.6% | -9.2% | -10.3% | -17.5% |
| 6M | -29.4% | -9.2% | -20.2% | -28.1% |
| YTD | -29.7% | -18.0% | -11.7% | -26.2% |
| 1Y | -40.0% | -10.9% | -29.2% | -39.3% |
| 3Y | +231.0% | +44.4% | +186.5% | +188.5% |
| 5Y | +500.1% | +67.9% | +432.1% | +380.8% |
| 10Y | +1,004.2% | +876.2% | +128.0% | +414.2% |
| All | +897.3% | +841.0% | +56.3% | +366.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling