-48.6%
APTV vs VSH
+31.2%
-79.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.1% | +0.9% |
| 7D | -1.7% | +14.3% | -16.1% | -5.3% |
| 30D | -11.6% | -7.9% | -3.7% | -10.9% |
| 3M | -21.2% | -19.9% | -1.3% | -18.4% |
| 6M | -28.5% | -30.5% | +2.0% | -25.8% |
| YTD | -49.1% | +85.7% | -134.7% | -64.6% |
| 1Y | -52.2% | +98.9% | -151.1% | -67.8% |
| 3Y | -48.6% | +32.1% | -80.7% | -59.8% |
| All | -48.6% | +31.2% | -79.9% | -59.8% |
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