+96.3%
VTR vs APTV
-16.1%
+112.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.3% | -5.0% | +4.7% | +1.4% |
| 30D | +1.1% | -6.1% | +7.2% | +3.0% |
| 3M | +7.9% | -33.0% | +40.9% | +21.8% |
| 6M | +6.2% | -35.2% | +41.4% | +19.0% |
| YTD | +17.7% | -40.1% | +57.9% | +34.6% |
| 1Y | +32.9% | -45.6% | +78.5% | +56.5% |
| 3Y | +129.7% | -54.4% | +184.0% | +175.6% |
| 5Y | +89.3% | -68.9% | +158.2% | +154.5% |
| All | +96.3% | -16.1% | +112.4% | +60.7% |
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