+392.8%
VT vs APTV
+151.0%
+241.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.6% | +1.5% | -2.5% |
| 7D | -4.2% | -8.1% | +3.9% | -2.0% |
| 30D | -5.8% | -8.7% | +2.9% | -3.5% |
| 3M | -5.2% | -13.1% | +7.9% | -1.9% |
| 6M | +0.1% | -25.5% | +25.6% | +6.7% |
| YTD | +8.2% | -46.3% | +54.5% | +25.7% |
| 1Y | +10.1% | -51.1% | +61.3% | +31.3% |
| 3Y | +69.7% | -47.3% | +117.0% | +90.5% |
| 5Y | +53.4% | -76.7% | +130.0% | +113.1% |
| 10Y | +219.2% | -24.4% | +243.6% | +176.9% |
| All | +392.8% | +151.0% | +241.8% | +149.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling