+188.3%
VTR vs APTV
+180.9%
+7.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +1.0% |
| 7D | -2.4% | +2.0% | -4.4% | -3.1% |
| 30D | -3.7% | -7.7% | +4.0% | -1.6% |
| 3M | +13.5% | -34.0% | +47.5% | +27.3% |
| 6M | +7.2% | -37.1% | +44.3% | +20.2% |
| YTD | +17.6% | -39.9% | +57.5% | +32.8% |
| 1Y | +35.4% | -44.4% | +79.8% | +56.1% |
| 3Y | +132.8% | -54.5% | +187.3% | +175.0% |
| 5Y | +88.7% | -69.1% | +157.8% | +146.0% |
| 10Y | +87.6% | -20.0% | +107.6% | +58.0% |
| All | +188.3% | +180.9% | +7.3% | +72.1% |
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