+73.1%
IVV vs APTV
-77.5%
+150.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | +2.6% | -1.7% | +4.3% | +3.0% |
| 30D | -2.0% | -11.6% | +9.6% | +0.8% |
| 3M | -2.8% | -21.2% | +18.4% | +2.7% |
| 6M | +2.2% | -28.5% | +30.7% | +8.9% |
| YTD | +11.5% | -49.1% | +60.6% | +28.8% |
| 1Y | +13.5% | -52.2% | +65.7% | +33.3% |
| 3Y | +78.1% | -48.6% | +126.7% | +97.0% |
| All | +73.1% | -77.5% | +150.6% | +140.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling