+150.1%
VXUS vs APO
+943.6%
-793.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.6% |
| 7D | +0.3% | -1.0% | +1.3% | +0.5% |
| 30D | +0.7% | -0.4% | +1.0% | +0.6% |
| 3M | +4.8% | -0.9% | +5.6% | +4.6% |
| 6M | +11.3% | +22.1% | -10.8% | +4.7% |
| YTD | +16.5% | -8.4% | +24.9% | +17.8% |
| 1Y | +24.3% | -0.9% | +25.2% | +22.4% |
| 3Y | +74.5% | +56.1% | +18.4% | +45.4% |
| 5Y | +54.3% | +136.0% | -81.7% | +10.1% |
| 10Y | +150.1% | +949.3% | -799.2% | +20.8% |
| All | +150.1% | +943.6% | -793.5% | +20.8% |
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