+193.5%
APTV vs VOO
+709.5%
-516.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.6% |
| 7D | +4.8% | +0.1% | +4.7% | +4.7% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | -34.2% | +2.0% | -36.3% | -36.2% |
| 6M | -34.7% | +13.0% | -47.7% | -44.9% |
| YTD | -37.0% | +13.6% | -50.6% | -47.2% |
| 1Y | -40.4% | +20.1% | -60.5% | -53.7% |
| 3Y | -54.1% | +77.6% | -131.7% | -79.2% |
| 5Y | -68.0% | +82.4% | -150.5% | -85.5% |
| 10Y | -15.5% | +316.8% | -332.4% | -86.2% |
| All | +193.5% | +709.5% | -516.1% | -78.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling