+608.4%
VST vs APTV
-77.5%
+685.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | +6.6% | -1.7% | +8.3% | +7.1% |
| 30D | -12.4% | -11.6% | -0.8% | -9.8% |
| 3M | -9.0% | -21.2% | +12.2% | -3.5% |
| 6M | -6.4% | -28.5% | +22.1% | +1.2% |
| YTD | -17.2% | -49.1% | +31.9% | -2.4% |
| 1Y | -22.0% | -52.2% | +30.2% | -6.6% |
| 3Y | +296.7% | -48.6% | +345.3% | +346.5% |
| All | +608.4% | -77.5% | +685.9% | +833.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling