+109.6%
VRT vs APTV
-45.8%
+155.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.7% | -6.9% | -9.0% |
| 7D | +2.4% | -1.2% | +3.6% | +2.7% |
| 30D | -2.7% | -10.6% | +8.0% | -0.1% |
| 3M | -9.2% | -35.0% | +25.8% | +1.0% |
| 6M | -0.5% | -38.9% | +38.4% | +11.8% |
| YTD | +62.3% | -41.5% | +103.8% | +77.1% |
| 1Y | +109.6% | -45.8% | +155.4% | +138.9% |
| All | +109.6% | -45.8% | +155.4% | +138.9% |
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