-52.6%
APTV vs VLTO
+26.2%
-78.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.3% |
| 7D | +2.0% | -1.6% | +3.5% | +2.7% |
| 30D | -7.7% | -2.9% | -4.9% | -6.6% |
| 3M | -34.0% | +12.7% | -46.7% | -37.9% |
| 6M | -37.1% | +1.6% | -38.7% | -37.8% |
| YTD | -39.9% | -4.0% | -35.9% | -39.0% |
| 1Y | -44.4% | -10.2% | -34.3% | -41.5% |
| All | -52.6% | +26.2% | -78.8% | -55.6% |
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