+130.8%
VTR vs APTV
-55.3%
+186.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.7% | -1.5% | +1.0% |
| 7D | -1.8% | -1.8% | 0.0% | -1.7% |
| 30D | +4.0% | -7.9% | +11.9% | +4.5% |
| 3M | +7.8% | -29.9% | +37.8% | +10.0% |
| 6M | +6.4% | -36.6% | +42.9% | +9.2% |
| YTD | +18.3% | -40.0% | +58.3% | +21.8% |
| 1Y | +33.9% | -44.0% | +78.0% | +38.9% |
| All | +130.8% | -55.3% | +186.1% | +152.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling