+1,692.8%
VGT vs APTV
+173.4%
+1,519.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.5% | +0.7% |
| 7D | +1.5% | -1.2% | +2.6% | +1.8% |
| 30D | +0.5% | -10.6% | +11.2% | +4.1% |
| 3M | +5.3% | -35.0% | +40.3% | +19.8% |
| 6M | +32.4% | -38.9% | +71.3% | +52.3% |
| YTD | +28.6% | -41.5% | +70.1% | +49.3% |
| 1Y | +37.6% | -45.8% | +83.5% | +63.6% |
| 3Y | +125.5% | -55.7% | +181.2% | +175.5% |
| 5Y | +135.2% | -70.1% | +205.3% | +218.6% |
| 10Y | +812.9% | -19.1% | +832.0% | +707.5% |
| All | +1,692.8% | +173.4% | +1,519.4% | +850.2% |
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