-29.9%
VST vs APTV
-52.9%
+23.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.9% |
| 7D | -6.0% | -4.3% | -1.7% | -5.4% |
| 30D | -18.8% | -9.7% | -9.1% | -17.2% |
| 3M | -8.0% | -20.6% | +12.5% | -3.5% |
| 6M | -10.9% | -31.7% | +20.8% | -3.7% |
| YTD | -18.3% | -48.0% | +29.7% | -4.9% |
| 1Y | -29.9% | -52.1% | +22.1% | -19.1% |
| All | -29.9% | -52.9% | +23.0% | -19.1% |
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