+137.2%
APTV vs VEU
+211.3%
-74.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -1.7% | +2.1% | -3.8% | -4.5% |
| 30D | -11.6% | -0.9% | -10.7% | -10.4% |
| 3M | -21.2% | -5.4% | -15.8% | -15.2% |
| 6M | -28.5% | -1.8% | -26.7% | -27.1% |
| YTD | -49.1% | +10.9% | -60.0% | -56.4% |
| 1Y | -52.2% | +13.6% | -65.8% | -60.4% |
| 3Y | -48.6% | +69.3% | -117.9% | -75.2% |
| 5Y | -77.3% | +48.1% | -125.4% | -86.4% |
| 10Y | -26.9% | +148.0% | -174.9% | -74.7% |
| All | +137.2% | +211.3% | -74.2% | -32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling