+161.1%
VEA vs APTV
-16.1%
+177.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -1.5% | -5.0% | +3.6% | -0.2% |
| 30D | -0.8% | -6.1% | +5.2% | +0.6% |
| 3M | +2.5% | -33.0% | +35.5% | +12.5% |
| 6M | +11.1% | -35.2% | +46.4% | +22.0% |
| YTD | +17.2% | -40.1% | +57.3% | +30.7% |
| 1Y | +24.5% | -45.6% | +70.1% | +42.2% |
| 3Y | +75.4% | -54.4% | +129.8% | +103.2% |
| 5Y | +61.1% | -68.9% | +130.0% | +100.3% |
| All | +161.1% | -16.1% | +177.2% | +150.4% |
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 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