+684.8%
IVV vs APTV
+142.3%
+542.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +1.3% |
| 7D | -2.7% | -10.2% | +7.5% | +0.1% |
| 30D | -5.4% | -10.8% | +5.4% | -2.5% |
| 3M | -4.1% | -14.8% | +10.8% | -0.2% |
| 6M | +0.7% | -30.6% | +31.3% | +9.2% |
| YTD | +8.7% | -48.2% | +56.9% | +26.8% |
| 1Y | +11.0% | -52.0% | +62.9% | +32.1% |
| 3Y | +75.4% | -47.0% | +122.5% | +95.7% |
| 5Y | +68.3% | -77.5% | +145.8% | +133.5% |
| 10Y | +315.5% | -27.0% | +342.5% | +271.3% |
| All | +684.8% | +142.3% | +542.5% | +347.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling