-18.4%
APTV vs VEU
+155.0%
-173.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -1.9% |
| 7D | -5.0% | -1.4% | -3.6% | -3.1% |
| 30D | -6.1% | -0.4% | -5.6% | -5.5% |
| 3M | -33.0% | +2.5% | -35.5% | -35.9% |
| 6M | -35.2% | +11.1% | -46.4% | -45.5% |
| YTD | -40.1% | +16.5% | -56.7% | -53.3% |
| 1Y | -45.6% | +22.9% | -68.5% | -60.9% |
| 3Y | -54.4% | +73.4% | -127.8% | -80.7% |
| 5Y | -68.9% | +56.1% | -125.0% | -84.0% |
| All | -18.4% | +155.0% | -173.4% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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