-20.3%
APTV vs VTEB
+26.0%
-46.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.1% | -1.9% |
| 7D | -1.2% | -0.7% | -0.5% | -0.2% |
| 30D | -10.6% | -2.1% | -8.6% | -7.9% |
| 3M | -35.0% | -2.7% | -32.3% | -32.5% |
| 6M | -38.9% | -2.1% | -36.8% | -36.9% |
| YTD | -41.5% | -1.1% | -40.4% | -40.4% |
| 1Y | -45.8% | +1.3% | -47.1% | -46.7% |
| 3Y | -55.7% | +9.0% | -64.7% | -60.5% |
| 5Y | -70.1% | +1.5% | -71.6% | -70.8% |
| 10Y | -19.1% | +18.5% | -37.6% | -11.8% |
| All | -20.3% | +26.0% | -46.3% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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