-69.3%
APTV vs VIG
+63.0%
-132.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.5% |
| 7D | -5.0% | -1.1% | -4.0% | -3.3% |
| 30D | -6.1% | -2.7% | -3.3% | -1.7% |
| 3M | -33.0% | +2.5% | -35.5% | -35.9% |
| 6M | -35.2% | +9.2% | -44.5% | -43.9% |
| YTD | -40.1% | +9.8% | -50.0% | -48.5% |
| 1Y | -45.6% | +12.4% | -58.0% | -54.9% |
| 3Y | -54.4% | +55.9% | -110.2% | -77.9% |
| All | -69.3% | +63.0% | -132.3% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling