+193.5%
APTV vs VO
+469.4%
-275.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.3% |
| 7D | +4.8% | -0.3% | +5.1% | +5.2% |
| 30D | +2.0% | -0.3% | +2.3% | +2.6% |
| 3M | -34.2% | +2.9% | -37.2% | -36.9% |
| 6M | -34.7% | +9.3% | -44.0% | -42.3% |
| YTD | -37.0% | +14.2% | -51.2% | -47.5% |
| 1Y | -40.4% | +15.3% | -55.7% | -50.9% |
| 3Y | -54.1% | +56.2% | -110.4% | -75.0% |
| 5Y | -68.0% | +42.4% | -110.5% | -79.5% |
| 10Y | -15.5% | +194.7% | -210.3% | -77.1% |
| All | +193.5% | +469.4% | -275.9% | -60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling