+78.1%
IVV vs APTV
-48.7%
+126.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | +2.6% | -1.7% | +4.3% | +2.9% |
| 30D | -2.0% | -11.6% | +9.6% | +0.1% |
| 3M | -2.8% | -21.2% | +18.4% | +1.1% |
| 6M | +2.2% | -28.5% | +30.7% | +6.9% |
| YTD | +11.5% | -49.1% | +60.6% | +24.2% |
| 1Y | +13.5% | -52.2% | +65.7% | +28.0% |
| 3Y | +78.1% | -48.6% | +126.7% | +89.4% |
| All | +78.1% | -48.7% | +126.8% | +89.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling