-39.3%
VG vs APTV
-25.2%
-14.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.6% |
| 7D | +1.7% | +4.8% | -3.1% | +1.4% |
| 30D | +16.0% | +2.0% | +14.0% | +15.7% |
| 3M | +9.7% | -34.2% | +44.0% | +15.0% |
| 6M | +29.6% | -34.7% | +64.2% | +39.6% |
| YTD | +112.0% | -37.0% | +149.0% | +128.4% |
| 1Y | +12.8% | -40.4% | +53.2% | +26.2% |
| All | -39.3% | -25.2% | -14.1% | -43.4% |
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 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