+313.7%
IVV vs APTV
-19.3%
+332.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | +0.6% |
| 7D | +0.5% | +2.0% | -1.5% | -0.1% |
| 30D | -1.0% | -7.7% | +6.7% | +1.0% |
| 3M | +3.9% | -34.0% | +37.9% | +14.9% |
| 6M | +14.5% | -37.1% | +51.6% | +27.1% |
| YTD | +12.9% | -39.9% | +52.8% | +26.3% |
| 1Y | +19.4% | -44.4% | +63.8% | +36.2% |
| 3Y | +78.8% | -54.5% | +133.3% | +108.4% |
| 5Y | +82.2% | -69.1% | +151.3% | +129.4% |
| 10Y | +313.7% | -20.0% | +333.7% | +300.3% |
| All | +313.7% | -19.3% | +332.9% | +300.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling