+859.8%
VUG vs APO
+1,753.5%
-893.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -0.1% | -1.0% | +0.9% | +0.2% |
| 30D | -0.3% | +3.5% | -3.8% | -1.6% |
| 3M | -0.7% | +4.5% | -5.2% | -2.6% |
| 6M | +14.6% | +22.8% | -8.2% | +6.2% |
| YTD | +9.0% | -6.5% | +15.5% | +9.8% |
| 1Y | +14.9% | +0.8% | +14.0% | +12.1% |
| 3Y | +86.0% | +62.0% | +24.1% | +52.0% |
| 5Y | +76.7% | +138.2% | -61.6% | +24.9% |
| 10Y | +411.3% | +940.3% | -529.0% | +130.8% |
| All | +859.8% | +1,753.5% | -893.7% | +251.1% |
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