+710.7%
IVV vs APTV
+142.1%
+568.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | -0.9% | -8.9% | +8.0% | +1.6% |
| 30D | -2.3% | -9.5% | +7.2% | +0.2% |
| 3M | -1.2% | -20.6% | +19.4% | +4.8% |
| 6M | +3.3% | -28.9% | +32.2% | +11.3% |
| YTD | +12.3% | -48.2% | +60.5% | +31.0% |
| 1Y | +12.5% | -51.7% | +64.2% | +33.8% |
| 3Y | +79.2% | -48.1% | +127.3% | +101.2% |
| 5Y | +75.6% | -76.7% | +152.3% | +141.2% |
| 10Y | +313.4% | -25.6% | +339.0% | +267.8% |
| All | +710.7% | +142.1% | +568.6% | +362.4% |
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 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