+644.6%
VRT vs APTV
-54.7%
+699.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.6% | +8.3% | +5.2% |
| 7D | +13.6% | +2.0% | +11.7% | +12.8% |
| 30D | +6.8% | -7.7% | +14.5% | +9.4% |
| 3M | -3.2% | -34.0% | +30.8% | +10.4% |
| 6M | +20.3% | -37.1% | +57.4% | +38.5% |
| YTD | +79.6% | -39.9% | +119.5% | +107.9% |
| 1Y | +139.0% | -44.4% | +183.4% | +184.8% |
| 3Y | +644.6% | -54.5% | +699.1% | +832.4% |
| All | +644.6% | -54.7% | +699.3% | +832.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling