+68.5%
VG vs APTV
-53.2%
+121.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +14.0% | -1.7% | +15.7% | +13.4% |
| 30D | -1.0% | -11.6% | +10.6% | -4.0% |
| 3M | -2.7% | -21.2% | +18.5% | -8.2% |
| 6M | +1.5% | -28.5% | +30.0% | -5.1% |
| YTD | +93.7% | -49.1% | +142.8% | +78.7% |
| 1Y | +68.5% | -52.2% | +120.7% | +56.6% |
| All | +68.5% | -53.2% | +121.7% | +56.6% |
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