-51.7%
APTV vs VLTO
+20.2%
-71.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | -9.8% | +2.0% | -11.8% | -9.9% |
| 30D | -8.9% | +21.8% | -30.7% | -10.1% |
| 3M | -19.5% | +20.2% | -39.7% | -20.5% |
| 6M | -31.1% | +36.3% | -67.5% | -32.7% |
| YTD | -47.5% | +18.8% | -66.4% | -47.5% |
| All | -51.7% | +20.2% | -71.9% | -52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling