-100.0%
APVO vs VOO
+309.6%
-409.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.4% | -9.6% | -9.6% |
| 7D | -52.1% | +2.6% | -54.7% | -53.6% |
| 30D | -65.7% | -2.0% | -63.7% | -65.2% |
| 3M | -82.5% | -2.8% | -79.8% | -82.3% |
| 6M | -87.5% | +2.2% | -89.7% | -88.0% |
| YTD | -93.7% | +11.5% | -105.2% | -94.5% |
| 1Y | -97.7% | +13.5% | -111.2% | -98.0% |
| 3Y | -100.0% | +78.1% | -178.1% | -100.0% |
| 5Y | -100.0% | +73.1% | -173.1% | -100.0% |
| All | -100.0% | +309.6% | -409.6% | -100.0% |
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 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