+193.5%
APTV vs VIG
+506.6%
-313.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.5% | +3.7% |
| 7D | +4.8% | -0.4% | +5.2% | +5.5% |
| 30D | +2.0% | -1.0% | +3.0% | +3.5% |
| 3M | -34.2% | +2.8% | -37.0% | -36.9% |
| 6M | -34.7% | +8.2% | -42.9% | -41.7% |
| YTD | -37.0% | +11.0% | -48.0% | -45.7% |
| 1Y | -40.4% | +16.1% | -56.5% | -51.8% |
| 3Y | -54.1% | +56.2% | -110.3% | -75.5% |
| 5Y | -68.0% | +63.0% | -131.0% | -83.4% |
| 10Y | -15.5% | +241.4% | -256.9% | -82.7% |
| All | +193.5% | +506.6% | -313.2% | -70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling