+317.6%
VOO vs APTV
-16.1%
+333.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -0.8% | -5.0% | +4.3% | +0.5% |
| 30D | -1.1% | -6.1% | +5.0% | +0.4% |
| 3M | +3.9% | -33.0% | +36.9% | +14.4% |
| 6M | +13.6% | -35.2% | +48.9% | +25.0% |
| YTD | +12.7% | -40.1% | +52.9% | +26.1% |
| 1Y | +17.6% | -45.6% | +63.2% | +34.8% |
| 3Y | +77.3% | -54.4% | +131.7% | +106.3% |
| 5Y | +84.1% | -68.9% | +153.0% | +131.0% |
| All | +317.6% | -16.1% | +333.7% | +303.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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