+373.4%
VST vs APTV
-53.8%
+427.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.5% | +2.7% |
| 7D | +8.9% | +4.8% | +4.1% | +7.6% |
| 30D | +6.2% | +2.0% | +4.2% | +5.5% |
| 3M | -2.7% | -34.2% | +31.5% | +8.0% |
| 6M | -8.4% | -34.7% | +26.3% | +1.2% |
| YTD | -7.2% | -37.0% | +29.8% | +3.4% |
| 1Y | -20.9% | -40.4% | +19.5% | -10.5% |
| All | +373.4% | -53.8% | +427.2% | +399.2% |
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