+221.8%
VT vs APTV
-27.4%
+249.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.4% | -1.7% | +4.1% | +2.8% |
| 30D | -1.5% | -11.6% | +10.1% | +1.6% |
| 3M | -4.1% | -21.2% | +17.1% | +1.8% |
| 6M | +0.6% | -28.5% | +29.1% | +8.0% |
| YTD | +11.0% | -49.1% | +60.1% | +29.7% |
| 1Y | +13.3% | -52.2% | +65.5% | +34.6% |
| 3Y | +73.4% | -48.6% | +122.0% | +94.8% |
| 5Y | +57.4% | -77.3% | +134.7% | +116.3% |
| All | +221.8% | -27.4% | +249.2% | +220.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling