+13.5%
VT vs APTV
-48.7%
+62.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.5% | +6.6% | +0.8% |
| 7D | -1.6% | -5.3% | +3.7% | -1.0% |
| 30D | -2.5% | -5.1% | +2.6% | -2.0% |
| 3M | -1.3% | -27.8% | +26.5% | +2.1% |
| 6M | +3.1% | -31.7% | +34.7% | +7.1% |
| YTD | +10.9% | -45.7% | +56.6% | +17.8% |
| All | +13.5% | -48.7% | +62.2% | +21.9% |
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