+219.8%
VT vs APTV
-26.1%
+245.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.3% |
| 7D | +0.4% | -9.8% | +10.1% | +3.0% |
| 30D | -2.6% | -8.9% | +6.3% | -0.3% |
| 3M | -3.2% | -19.5% | +16.2% | +2.1% |
| 6M | +0.9% | -31.1% | +32.1% | +9.5% |
| YTD | +11.3% | -47.5% | +58.9% | +29.0% |
| 1Y | +14.0% | -52.3% | +66.3% | +35.5% |
| 3Y | +75.8% | -45.2% | +121.0% | +93.9% |
| 5Y | +57.8% | -76.9% | +134.7% | +115.8% |
| 10Y | +219.8% | -25.1% | +244.9% | +215.3% |
| All | +219.8% | -26.1% | +245.9% | +215.3% |
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