+810.5%
VUG vs APO
+1,601.9%
-791.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.9% |
| 7D | -1.2% | +8.1% | -9.3% | -3.7% |
| 30D | -8.9% | +3.4% | -12.3% | -10.1% |
| 3M | -5.9% | -6.6% | +0.7% | -4.3% |
| 6M | -3.3% | -7.1% | +3.8% | -1.9% |
| YTD | +3.4% | -14.1% | +17.6% | +6.6% |
| 1Y | +1.9% | -4.7% | +6.6% | +1.4% |
| 3Y | +76.9% | +51.3% | +25.6% | +47.6% |
| 5Y | +63.9% | +82.7% | -18.9% | +25.4% |
| 10Y | +396.2% | +845.7% | -449.5% | +130.2% |
| All | +810.5% | +1,601.9% | -791.4% | +241.1% |
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