-46.6%
VG vs APTV
-38.5%
-8.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.5% |
| 7D | +5.5% | -8.9% | +14.4% | +5.8% |
| 30D | -3.6% | -9.5% | +5.9% | -3.3% |
| 3M | -4.0% | -20.6% | +16.6% | -3.0% |
| 6M | +9.4% | -28.9% | +38.3% | +8.8% |
| YTD | +86.6% | -48.2% | +134.8% | +102.6% |
| 1Y | +69.5% | -51.7% | +121.2% | +91.3% |
| All | -46.6% | -38.5% | -8.1% | -49.8% |
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