+59.4%
VEA vs APTV
-69.7%
+129.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.8% |
| 7D | -2.1% | -1.8% | -0.3% | -1.7% |
| 30D | -1.1% | -7.9% | +6.9% | +0.7% |
| 3M | +5.1% | -29.9% | +35.0% | +13.2% |
| 6M | +9.8% | -36.6% | +46.4% | +20.3% |
| YTD | +15.9% | -40.0% | +55.9% | +28.2% |
| 1Y | +24.6% | -44.0% | +68.6% | +39.9% |
| 3Y | +75.5% | -54.5% | +130.1% | +102.9% |
| 5Y | +59.4% | -68.8% | +128.2% | +95.2% |
| All | +59.4% | -69.7% | +129.0% | +95.2% |
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