-18.4%
APTV vs VOO
+325.3%
-343.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.5% |
| 7D | -5.0% | -0.8% | -4.3% | -4.0% |
| 30D | -6.1% | -1.1% | -5.0% | -4.6% |
| 3M | -33.0% | +3.9% | -36.9% | -36.7% |
| 6M | -35.2% | +13.6% | -48.9% | -45.9% |
| YTD | -40.1% | +12.7% | -52.9% | -49.4% |
| 1Y | -45.6% | +17.6% | -63.2% | -56.6% |
| 3Y | -54.4% | +77.3% | -131.7% | -79.5% |
| 5Y | -68.9% | +84.1% | -153.0% | -86.3% |
| All | -18.4% | +325.3% | -343.7% | -86.2% |
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