+1,855.0%
VRT vs APTV
-57.9%
+1,912.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -2.7% |
| 7D | -17.7% | -4.3% | -13.4% | -16.1% |
| 30D | -20.0% | -9.7% | -10.3% | -16.5% |
| 3M | -28.1% | -20.6% | -7.5% | -20.5% |
| 6M | -42.8% | -31.7% | -11.1% | -33.5% |
| YTD | +20.0% | -48.0% | +68.0% | +56.2% |
| 1Y | +3.5% | -52.1% | +55.6% | +40.1% |
| 3Y | +366.1% | -47.9% | +414.0% | +471.2% |
| 5Y | +632.2% | -76.9% | +709.1% | +1,212.2% |
| All | +1,855.0% | -57.9% | +1,912.8% | +1,903.3% |
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 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