-54.2%
APTV vs VCLT
+11.3%
-65.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.8% | +3.7% |
| 7D | -1.8% | -1.3% | -0.5% | -0.7% |
| 30D | -7.9% | -1.1% | -6.8% | -7.0% |
| 3M | -29.9% | -3.7% | -26.2% | -27.6% |
| 6M | -36.6% | -4.0% | -32.6% | -34.2% |
| YTD | -40.0% | -3.4% | -36.6% | -38.0% |
| 1Y | -44.0% | -4.1% | -39.9% | -41.8% |
| All | -54.2% | +11.3% | -65.5% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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