+1,216.9%
VST vs APO
+972.6%
+244.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.8% |
| 7D | +8.9% | -1.0% | +9.9% | +9.3% |
| 30D | +6.2% | +3.5% | +2.7% | +4.5% |
| 3M | -2.7% | +4.5% | -7.3% | -5.1% |
| 6M | -8.4% | +22.8% | -31.1% | -16.8% |
| YTD | -7.2% | -6.5% | -0.7% | -6.5% |
| 1Y | -20.9% | +0.8% | -21.7% | -23.3% |
| 3Y | +384.0% | +62.0% | +322.0% | +306.2% |
| 5Y | +757.1% | +138.2% | +618.8% | +512.4% |
| All | +1,216.9% | +972.6% | +244.2% | +491.8% |
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