+213.7%
VT vs APTV
-28.3%
+242.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +1.1% |
| 7D | -2.3% | -10.2% | +7.9% | +0.4% |
| 30D | -5.0% | -10.8% | +5.9% | -2.2% |
| 3M | -4.9% | -14.8% | +9.9% | -1.2% |
| 6M | -1.5% | -30.6% | +29.0% | +6.5% |
| YTD | +8.5% | -48.2% | +56.7% | +26.1% |
| 1Y | +11.4% | -52.0% | +63.3% | +32.0% |
| 3Y | +70.1% | -47.0% | +117.1% | +89.3% |
| 5Y | +53.7% | -77.5% | +131.2% | +111.5% |
| All | +213.7% | -28.3% | +242.0% | +212.8% |
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