+402.8%
VUG vs APO
+837.1%
-434.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.5% |
| 7D | +2.5% | +5.8% | -3.2% | +0.5% |
| 30D | -6.3% | +8.9% | -15.2% | -9.3% |
| 3M | -6.0% | -13.6% | +7.6% | -1.5% |
| 6M | -3.5% | -5.4% | +1.8% | -2.7% |
| YTD | +3.9% | -13.6% | +17.6% | +7.3% |
| 1Y | +5.1% | -2.5% | +7.6% | +3.6% |
| 3Y | +77.9% | +50.9% | +27.0% | +44.5% |
| 5Y | +62.4% | +81.4% | -19.0% | +19.2% |
| All | +402.8% | +837.1% | -434.2% | +124.0% |
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