-100.0%
APVO vs VOO
+79.1%
-179.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.6% | +8.4% |
| 7D | -19.7% | +0.5% | -20.2% | -20.3% |
| 30D | -55.0% | -0.9% | -54.1% | -54.9% |
| 3M | -61.6% | +3.9% | -65.4% | -62.8% |
| 6M | -70.6% | +14.5% | -85.2% | -73.5% |
| YTD | -80.1% | +13.0% | -93.0% | -81.8% |
| 1Y | -92.9% | +19.4% | -112.4% | -93.7% |
| 3Y | -100.0% | +78.9% | -178.9% | -100.0% |
| All | -100.0% | +79.1% | -179.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling