+674.9%
VTI vs APTV
+173.4%
+501.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.1% | +0.2% |
| 7D | -0.4% | -1.2% | +0.8% | -0.1% |
| 30D | -1.6% | -10.6% | +9.0% | +1.5% |
| 3M | +3.6% | -35.0% | +38.6% | +16.0% |
| 6M | +13.0% | -38.9% | +51.9% | +27.6% |
| YTD | +12.7% | -41.5% | +54.2% | +28.2% |
| 1Y | +18.4% | -45.8% | +64.2% | +37.5% |
| 3Y | +76.4% | -55.7% | +132.1% | +109.8% |
| 5Y | +73.7% | -70.1% | +143.8% | +125.2% |
| 10Y | +302.5% | -19.1% | +321.6% | +250.8% |
| All | +674.9% | +173.4% | +501.5% | +320.8% |
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