+123.4%
VRT vs APTV
-39.9%
+163.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.1% | +1.3% | +3.6% |
| 7D | +9.1% | +4.8% | +4.3% | +7.9% |
| 30D | +0.9% | +2.0% | -1.1% | +0.3% |
| 3M | -13.4% | -34.2% | +20.9% | -4.1% |
| 6M | +11.7% | -34.7% | +46.4% | +23.2% |
| YTD | +73.2% | -37.0% | +110.2% | +85.4% |
| 1Y | +123.4% | -40.4% | +163.8% | +155.3% |
| All | +123.4% | -39.9% | +163.3% | +155.3% |
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