+84.5%
VTR vs APTV
-69.3%
+153.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.3% | -5.0% | +4.7% | +0.5% |
| 30D | +1.1% | -6.1% | +7.2% | +2.0% |
| 3M | +7.9% | -33.0% | +40.9% | +14.4% |
| 6M | +6.2% | -35.2% | +41.4% | +12.4% |
| YTD | +17.7% | -40.1% | +57.9% | +26.0% |
| 1Y | +32.9% | -45.6% | +78.5% | +44.7% |
| 3Y | +129.7% | -54.4% | +184.0% | +156.3% |
| All | +84.5% | -69.3% | +153.8% | +127.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling