+420.5%
VUG vs APO
+943.6%
-523.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | +0.1% | -1.0% | +1.1% | +0.4% |
| 30D | -1.7% | -0.4% | -1.3% | -1.8% |
| 3M | +2.8% | -0.9% | +3.7% | +2.6% |
| 6M | +13.6% | +22.1% | -8.5% | +4.6% |
| YTD | +8.1% | -8.4% | +16.5% | +9.7% |
| 1Y | +13.1% | -0.9% | +14.0% | +10.8% |
| 3Y | +87.0% | +56.1% | +30.8% | +50.5% |
| 5Y | +76.0% | +136.0% | -60.0% | +18.6% |
| 10Y | +420.5% | +949.3% | -528.8% | +127.8% |
| All | +420.5% | +943.6% | -523.1% | +127.8% |
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 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