-100.0%
APVO vs VOO
+315.3%
-415.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -29.0% | -0.4% | -28.7% | -29.2% |
| 30D | -54.1% | -1.4% | -52.7% | -53.7% |
| 3M | -61.2% | +3.7% | -65.0% | -63.1% |
| 6M | -72.6% | +13.0% | -85.6% | -76.1% |
| YTD | -80.4% | +12.4% | -92.9% | -82.8% |
| 1Y | -93.3% | +18.6% | -111.9% | -94.4% |
| 3Y | -100.0% | +78.1% | -178.1% | -100.0% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +315.3% | -415.3% | -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