-58.6%
APTV vs VLTO
+56.1%
-114.7%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | -9.8% | +2.0% | -11.8% | -10.5% |
| 30D | -8.9% | +21.8% | -30.7% | -16.3% |
| 3M | -19.5% | +20.2% | -39.7% | -25.7% |
| 6M | -31.1% | +36.3% | -67.5% | -40.4% |
| YTD | -47.5% | +18.8% | -66.4% | -51.4% |
| 1Y | -52.3% | +20.4% | -72.7% | -56.3% |
| 3Y | -45.2% | +71.9% | -117.1% | -56.2% |
| All | -58.6% | +56.1% | -114.7% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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