+137.2%
APTV vs VOO
+694.9%
-557.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.2% |
| 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% | -59.9% |
| 3Y | -48.6% | +78.1% | -126.7% | -76.8% |
| 5Y | -77.3% | +73.1% | -150.4% | -89.0% |
| 10Y | -26.9% | +310.7% | -337.6% | -87.8% |
| All | +137.2% | +694.9% | -557.7% | -81.8% |
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