+297.8%
VTI vs APO
+945.2%
-647.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.9% | -3.5% | +2.6% | +0.2% |
| 30D | -1.4% | -6.6% | +5.1% | +0.6% |
| 3M | +3.6% | -3.3% | +6.9% | +4.2% |
| 6M | +13.6% | +22.6% | -9.0% | +5.0% |
| YTD | +12.9% | -9.8% | +22.7% | +15.0% |
| 1Y | +17.2% | -3.9% | +21.1% | +16.1% |
| 3Y | +75.7% | +52.5% | +23.2% | +43.9% |
| 5Y | +75.4% | +134.0% | -58.6% | +19.9% |
| All | +297.8% | +945.2% | -647.5% | +76.2% |
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