+12.8%
VG vs APTV
-39.9%
+52.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | +0.1% |
| 7D | +1.7% | +4.8% | -3.1% | +2.6% |
| 30D | +16.0% | +2.0% | +14.0% | +16.7% |
| 3M | +9.7% | -34.2% | +44.0% | +4.2% |
| 6M | +29.6% | -34.7% | +64.2% | +32.3% |
| YTD | +112.0% | -37.0% | +149.0% | +111.5% |
| 1Y | +12.8% | -40.4% | +53.2% | +26.9% |
| All | +12.8% | -39.9% | +52.7% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling