-49.4%
VG vs APTV
-38.3%
-11.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +1.7% |
| 7D | -7.7% | -4.3% | -3.4% | -7.6% |
| 30D | -8.8% | -9.7% | +0.8% | -8.6% |
| 3M | -15.6% | -20.6% | +4.9% | -14.8% |
| 6M | +5.2% | -31.7% | +36.9% | +5.9% |
| YTD | +76.9% | -48.0% | +124.9% | +92.0% |
| 1Y | +42.5% | -52.1% | +94.6% | +62.1% |
| All | -49.4% | -38.3% | -11.1% | -52.4% |
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