+76.9%
VOO vs APTV
-56.4%
+133.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | 0.0% |
| 7D | -0.4% | -1.2% | +0.8% | -0.2% |
| 30D | -1.4% | -10.6% | +9.3% | +0.4% |
| 3M | +3.7% | -35.0% | +38.7% | +11.2% |
| 6M | +13.0% | -38.9% | +51.9% | +22.0% |
| YTD | +12.4% | -41.5% | +53.9% | +21.9% |
| 1Y | +18.6% | -45.8% | +64.4% | +30.5% |
| All | +76.9% | -56.4% | +133.3% | +92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling