-96.0%
APVO vs VT
+13.0%
-109.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | +2.6% | -11.5% | -10.8% |
| 7D | -16.3% | +0.4% | -16.7% | -16.3% |
| 30D | -36.9% | -2.6% | -34.3% | -35.4% |
| 3M | -73.0% | -3.2% | -69.7% | -72.3% |
| 6M | -77.3% | +0.9% | -78.2% | -78.0% |
| YTD | -88.0% | +11.3% | -99.3% | -90.5% |
| All | -96.0% | +13.0% | -109.0% | -96.9% |
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