+262.4%
VST vs APTV
-49.5%
+311.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -3.5% | +14.0% | +11.4% |
| 7D | -9.8% | -10.2% | +0.4% | -7.5% |
| 30D | -25.1% | -10.8% | -14.3% | -23.1% |
| 3M | -11.6% | -14.8% | +3.2% | -8.3% |
| 6M | -20.9% | -30.6% | +9.6% | -13.8% |
| YTD | -22.3% | -48.2% | +25.9% | -8.5% |
| 1Y | -32.0% | -52.0% | +20.0% | -18.1% |
| 3Y | +262.4% | -47.0% | +309.4% | +297.0% |
| All | +262.4% | -49.5% | +311.9% | +297.0% |
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