-68.0%
APTV vs ROIV
+298.6%
-366.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | -8.9% | +9.5% | -18.4% | -10.0% |
| 30D | -9.5% | +21.0% | -30.5% | -11.7% |
| 3M | -20.6% | +18.7% | -39.3% | -22.8% |
| 6M | -28.9% | +44.5% | -73.4% | -33.0% |
| YTD | -48.2% | +92.9% | -141.1% | -53.3% |
| 1Y | -51.7% | +100.2% | -151.9% | -56.7% |
| 3Y | -48.1% | +375.0% | -423.1% | -58.8% |
| 5Y | -76.7% | +435.2% | -511.8% | -84.2% |
| All | -68.0% | +298.6% | -366.5% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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