-54.4%
APTV vs ITOT
+75.8%
-130.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.4% |
| 7D | -5.0% | -0.9% | -4.1% | -4.0% |
| 30D | -6.1% | -1.5% | -4.6% | -4.3% |
| 3M | -33.0% | +3.6% | -36.6% | -36.1% |
| 6M | -35.2% | +13.7% | -48.9% | -44.7% |
| YTD | -40.1% | +12.9% | -53.1% | -48.5% |
| 1Y | -45.6% | +17.2% | -62.8% | -55.2% |
| 3Y | -54.4% | +75.6% | -130.0% | -75.6% |
| All | -54.4% | +75.8% | -130.1% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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