-18.4%
APTV vs VO
+200.3%
-218.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.5% |
| 7D | -5.0% | -1.5% | -3.5% | -2.9% |
| 30D | -6.1% | -3.0% | -3.0% | -1.8% |
| 3M | -33.0% | +2.8% | -35.8% | -35.8% |
| 6M | -35.2% | +10.9% | -46.2% | -44.2% |
| YTD | -40.1% | +12.5% | -52.6% | -49.3% |
| 1Y | -45.6% | +12.0% | -57.6% | -53.6% |
| 3Y | -54.4% | +56.3% | -110.6% | -75.6% |
| 5Y | -68.9% | +42.9% | -111.8% | -80.5% |
| All | -18.4% | +200.3% | -218.7% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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