-100.0%
APVO vs VOO
+72.8%
-172.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.1% |
| 7D | -20.6% | -0.6% | -20.0% | -20.2% |
| 30D | -39.7% | -3.6% | -36.0% | -37.6% |
| 3M | -73.1% | -2.7% | -70.4% | -72.6% |
| 6M | -78.3% | +2.2% | -80.5% | -79.0% |
| YTD | -88.5% | +10.9% | -99.4% | -89.9% |
| 1Y | -96.2% | +11.3% | -107.5% | -96.6% |
| 3Y | -100.0% | +76.9% | -176.9% | -100.0% |
| 5Y | -100.0% | +73.5% | -173.5% | -100.0% |
| All | -100.0% | +72.8% | -172.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling