-45.2%
APTV vs VT
+74.1%
-119.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -2.3% |
| 7D | -9.8% | +0.4% | -10.1% | -10.2% |
| 30D | -8.9% | -2.6% | -6.3% | -5.6% |
| 3M | -19.5% | -3.2% | -16.2% | -15.8% |
| 6M | -31.1% | +0.9% | -32.1% | -32.1% |
| YTD | -47.5% | +11.3% | -58.9% | -55.0% |
| 1Y | -52.3% | +14.0% | -66.3% | -60.5% |
| 3Y | -45.2% | +75.8% | -121.0% | -79.7% |
| All | -45.2% | +74.1% | -119.3% | -79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling