-94.6%
APVO vs VT
+15.2%
-109.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.6% |
| 7D | +5.4% | -0.3% | +5.7% | +5.6% |
| 30D | -23.9% | -1.4% | -22.5% | -23.0% |
| 3M | -66.5% | -1.4% | -65.1% | -66.4% |
| 6M | -74.9% | +5.5% | -80.3% | -77.2% |
| YTD | -85.5% | +12.8% | -98.3% | -88.7% |
| 1Y | -94.6% | +15.4% | -110.0% | -96.1% |
| All | -94.6% | +15.2% | -109.8% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling