-44.1%
VG vs APTV
-39.5%
-4.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.3% | +4.8% |
| 7D | +15.1% | -5.0% | +20.1% | +15.3% |
| 30D | -4.2% | -12.3% | +8.1% | -3.8% |
| 3M | -3.1% | -19.9% | +16.8% | -2.3% |
| 6M | +0.3% | -29.4% | +29.7% | -0.4% |
| YTD | +95.5% | -49.0% | +144.5% | +112.3% |
| 1Y | +64.4% | -53.1% | +117.5% | +87.1% |
| All | -44.1% | -39.5% | -4.6% | -47.4% |
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