+135.1%
VGT vs APTV
-69.7%
+204.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.9% |
| 7D | -1.0% | -1.8% | +0.8% | -0.5% |
| 30D | -0.4% | -7.9% | +7.5% | +2.0% |
| 3M | +6.6% | -29.9% | +36.5% | +18.5% |
| 6M | +31.0% | -36.6% | +67.6% | +49.3% |
| YTD | +27.2% | -40.0% | +67.2% | +46.9% |
| 1Y | +34.5% | -44.0% | +78.5% | +58.9% |
| 3Y | +123.1% | -54.5% | +177.7% | +174.1% |
| 5Y | +135.1% | -68.8% | +203.9% | +222.8% |
| All | +135.1% | -69.7% | +204.7% | +222.8% |
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