+142.2%
VXUS vs APO
+890.3%
-748.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +0.5% | +8.1% | -7.6% | -1.6% |
| 30D | -2.5% | +3.4% | -6.0% | -3.6% |
| 3M | -4.6% | -6.6% | +2.0% | -3.3% |
| 6M | -2.6% | -7.1% | +4.4% | -1.4% |
| YTD | +10.4% | -14.1% | +24.5% | +13.3% |
| 1Y | +12.9% | -4.7% | +17.6% | +12.4% |
| 3Y | +68.4% | +51.3% | +17.1% | +41.2% |
| 5Y | +47.7% | +82.7% | -35.1% | +13.3% |
| 10Y | +142.2% | +845.7% | -703.5% | +20.6% |
| All | +142.2% | +890.3% | -748.1% | +20.6% |
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