-70.1%
APTV vs VOO
+81.6%
-151.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.0% |
| 7D | -1.2% | -0.4% | -0.8% | -0.6% |
| 30D | -10.6% | -1.4% | -9.3% | -8.8% |
| 3M | -35.0% | +3.7% | -38.7% | -38.5% |
| 6M | -38.9% | +13.0% | -51.9% | -48.7% |
| YTD | -41.5% | +12.4% | -53.9% | -50.5% |
| 1Y | -45.8% | +18.6% | -64.4% | -57.5% |
| 3Y | -55.7% | +78.1% | -133.8% | -81.1% |
| 5Y | -70.1% | +82.3% | -152.4% | -87.4% |
| All | -70.1% | +81.6% | -151.7% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling