+616.1%
VTI vs APO
+1,727.7%
-1,111.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | +0.6% | +0.1% | +0.6% | +0.6% |
| 30D | -1.1% | +3.9% | -5.0% | -2.4% |
| 3M | +3.9% | +3.8% | +0.1% | +2.2% |
| 6M | +14.6% | +22.3% | -7.7% | +6.7% |
| YTD | +13.3% | -7.8% | +21.1% | +14.4% |
| 1Y | +19.2% | -0.3% | +19.5% | +16.9% |
| 3Y | +77.4% | +57.1% | +20.3% | +47.0% |
| 5Y | +74.0% | +137.0% | -62.9% | +23.6% |
| 10Y | +294.6% | +946.8% | -652.2% | +77.8% |
| All | +616.1% | +1,727.7% | -1,111.6% | +160.4% |
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