-69.3%
APTV vs VYM
+77.5%
-146.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.4% |
| 7D | -5.0% | -0.8% | -4.2% | -3.8% |
| 30D | -6.1% | -2.2% | -3.8% | -2.4% |
| 3M | -33.0% | +3.1% | -36.1% | -36.5% |
| 6M | -35.2% | +9.7% | -45.0% | -44.4% |
| YTD | -40.1% | +14.9% | -55.0% | -52.3% |
| 1Y | -45.6% | +17.6% | -63.2% | -58.2% |
| 3Y | -54.4% | +65.3% | -119.7% | -80.2% |
| All | -69.3% | +77.5% | -146.8% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 5y: compounded portfolio wealth divided by compounded VYM 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…
5y analysis · Full analysis span regression · 6 months rolling