+277.4%
VEA vs APTV
+180.9%
+96.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +0.8% |
| 7D | +1.9% | +2.0% | -0.1% | +1.3% |
| 30D | +0.8% | -7.7% | +8.5% | +2.9% |
| 3M | +5.7% | -34.0% | +39.7% | +17.4% |
| 6M | +13.3% | -37.1% | +50.4% | +26.4% |
| YTD | +18.4% | -39.9% | +58.3% | +33.2% |
| 1Y | +27.0% | -44.4% | +71.4% | +45.7% |
| 3Y | +79.3% | -54.5% | +133.8% | +110.3% |
| 5Y | +62.1% | -69.1% | +131.2% | +105.9% |
| 10Y | +160.3% | -20.0% | +180.3% | +120.1% |
| All | +277.4% | +180.9% | +96.5% | +73.3% |
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 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