+800.0%
VGT vs APTV
-16.1%
+816.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.2% | -5.0% | +4.9% | +1.4% |
| 30D | -0.4% | -6.1% | +5.6% | +1.4% |
| 3M | +4.4% | -33.0% | +37.4% | +17.3% |
| 6M | +32.1% | -35.2% | +67.3% | +48.5% |
| YTD | +28.8% | -40.1% | +68.9% | +47.9% |
| 1Y | +35.3% | -45.6% | +81.0% | +60.1% |
| 3Y | +124.8% | -54.4% | +179.1% | +170.8% |
| 5Y | +137.9% | -68.9% | +206.8% | +215.3% |
| All | +800.0% | -16.1% | +816.1% | +805.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling