-55.4%
APTV vs VSH
+35.1%
-90.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.9% |
| 7D | -1.2% | +3.5% | -4.7% | -2.1% |
| 30D | -10.6% | -4.4% | -6.3% | -9.7% |
| 3M | -35.0% | -45.8% | +10.8% | -23.6% |
| 6M | -38.9% | +90.1% | -129.0% | -55.4% |
| YTD | -41.5% | +120.3% | -161.8% | -60.4% |
| 1Y | -45.8% | +112.2% | -158.0% | -63.2% |
| All | -55.4% | +35.1% | -90.5% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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