+174.7%
VXUS vs APO
+1,753.5%
-1,578.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +1.0% | -1.0% | +2.0% | +1.3% |
| 30D | +2.2% | +3.5% | -1.3% | +1.1% |
| 3M | +3.0% | +4.5% | -1.6% | +1.3% |
| 6M | +10.7% | +22.8% | -12.1% | +3.8% |
| YTD | +17.8% | -6.5% | +24.3% | +18.5% |
| 1Y | +27.6% | +0.8% | +26.7% | +25.0% |
| 3Y | +73.3% | +62.0% | +11.3% | +43.4% |
| 5Y | +54.3% | +138.2% | -83.9% | +10.8% |
| 10Y | +149.8% | +940.3% | -790.4% | +11.7% |
| All | +174.7% | +1,753.5% | -1,578.8% | -4.8% |
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 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