+425.1%
VT vs APTV
+194.6%
+230.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.9% |
| 7D | +0.4% | +4.8% | -4.4% | -0.9% |
| 30D | +1.0% | +2.0% | -1.0% | +0.2% |
| 3M | +2.4% | -34.2% | +36.6% | +14.2% |
| 6M | +12.0% | -34.7% | +46.7% | +23.9% |
| YTD | +15.3% | -37.0% | +52.3% | +28.4% |
| 1Y | +22.6% | -40.4% | +63.0% | +38.3% |
| 3Y | +74.7% | -54.1% | +128.8% | +105.5% |
| 5Y | +66.1% | -68.0% | +134.2% | +110.5% |
| 10Y | +225.0% | -15.5% | +240.5% | +174.8% |
| All | +425.1% | +194.6% | +230.5% | +155.2% |
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