-28.3%
APTV vs VOO
+309.6%
-338.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.4% |
| 7D | -1.7% | +2.6% | -4.3% | -5.2% |
| 30D | -11.6% | -2.0% | -9.6% | -9.2% |
| 3M | -21.2% | -2.8% | -18.4% | -18.1% |
| 6M | -28.5% | +2.2% | -30.7% | -30.7% |
| YTD | -49.1% | +11.5% | -60.6% | -56.3% |
| 1Y | -52.2% | +13.5% | -65.7% | -60.0% |
| 3Y | -48.6% | +78.1% | -126.7% | -77.1% |
| 5Y | -77.3% | +73.1% | -150.4% | -89.2% |
| All | -28.3% | +309.6% | -338.0% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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