-100.0%
APVO price history and return analytics
+222.7%
-322.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.1% |
| 7D | -29.0% | -0.1% | -28.9% | -29.4% |
| 30D | -54.1% | -0.7% | -53.4% | -54.1% |
| 3M | -61.2% | +4.0% | -65.2% | -63.4% |
| 6M | -72.6% | +12.3% | -84.9% | -76.4% |
| YTD | -80.4% | +14.0% | -94.5% | -83.4% |
| 1Y | -93.3% | +20.3% | -113.6% | -94.6% |
| 3Y | -100.0% | +75.4% | -175.4% | -100.0% |
| 5Y | -100.0% | +66.0% | -166.0% | -100.0% |
| 10Y | -100.0% | +228.2% | -328.2% | -100.0% |
| All | -100.0% | +222.7% | -322.7% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling