-55.4%
APTV vs VO
+56.0%
-111.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -1.5% |
| 7D | -1.2% | -0.6% | -0.6% | -0.3% |
| 30D | -10.6% | -1.9% | -8.7% | -8.1% |
| 3M | -35.0% | +3.3% | -38.3% | -37.9% |
| 6M | -38.9% | +9.7% | -48.6% | -46.2% |
| YTD | -41.5% | +12.6% | -54.1% | -50.2% |
| 1Y | -45.8% | +13.6% | -59.5% | -54.4% |
| All | -55.4% | +56.0% | -111.4% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling