-53.1%
APTV vs VT
+11.9%
-65.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | -5.0% | +2.9% | -7.9% | -8.1% |
| 30D | -12.3% | -2.5% | -9.8% | -9.7% |
| 3M | -19.9% | -3.3% | -16.6% | -16.7% |
| 6M | -29.4% | +1.5% | -30.9% | -30.7% |
| YTD | -49.0% | +11.4% | -60.4% | -55.9% |
| 1Y | -53.1% | +11.9% | -65.0% | -59.7% |
| All | -53.1% | +11.9% | -65.0% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling