+19.9%
VGT vs APTV
-46.4%
+66.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -0.4% |
| 7D | -6.5% | -1.9% | -4.6% | -6.3% |
| 30D | -10.6% | -1.4% | -9.1% | -10.5% |
| 3M | -3.7% | -9.3% | +5.6% | -2.5% |
| 6M | +10.4% | -27.3% | +37.7% | +15.6% |
| YTD | +23.1% | -43.1% | +66.2% | +33.2% |
| 1Y | +19.9% | -46.5% | +66.4% | +31.7% |
| All | +19.9% | -46.4% | +66.3% | +31.7% |
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