-55.4%
APTV vs VOO
+77.0%
-132.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | -1.2% | -0.4% | -0.8% | -0.7% |
| 30D | -10.6% | -1.4% | -9.3% | -9.1% |
| 3M | -35.0% | +3.7% | -38.7% | -38.0% |
| 6M | -38.9% | +13.0% | -51.9% | -47.4% |
| YTD | -41.5% | +12.4% | -53.9% | -49.3% |
| 1Y | -45.8% | +18.6% | -64.4% | -56.0% |
| All | -55.4% | +77.0% | -132.4% | -76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling