+484.0%
V vs APTV
-27.4%
+511.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +0.9% | -1.7% | +2.7% | +1.4% |
| 30D | +9.0% | -11.6% | +20.6% | +12.4% |
| 3M | +16.7% | -21.2% | +37.9% | +23.6% |
| 6M | +33.4% | -28.5% | +61.9% | +42.1% |
| YTD | +22.4% | -49.1% | +71.4% | +41.7% |
| 1Y | +27.7% | -52.2% | +79.9% | +50.4% |
| 3Y | +78.0% | -48.6% | +126.6% | +96.8% |
| 5Y | +108.5% | -77.3% | +185.8% | +187.7% |
| All | +484.0% | -27.4% | +511.4% | +446.3% |
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