+193.5%
APTV vs VT
+416.9%
-223.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +4.8% | +0.4% | +4.4% | +4.2% |
| 30D | +2.0% | +1.0% | +1.0% | +0.7% |
| 3M | -34.2% | +2.4% | -36.6% | -36.6% |
| 6M | -34.7% | +12.0% | -46.7% | -44.9% |
| YTD | -37.0% | +15.3% | -52.3% | -49.1% |
| 1Y | -40.4% | +22.6% | -63.0% | -56.0% |
| 3Y | -54.1% | +74.7% | -128.8% | -79.7% |
| 5Y | -68.0% | +66.1% | -134.2% | -84.1% |
| 10Y | -15.5% | +225.0% | -240.5% | -81.4% |
| All | +193.5% | +416.9% | -223.4% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling