+89.7%
VTRS vs APTV
-46.4%
+136.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.1% | +0.9% |
| 7D | +2.4% | -1.9% | +4.3% | +2.6% |
| 30D | +9.1% | -1.4% | +10.5% | +9.3% |
| 3M | +9.4% | -9.3% | +18.7% | +10.9% |
| 6M | +28.3% | -27.3% | +55.7% | +32.4% |
| YTD | +58.0% | -43.1% | +101.2% | +75.0% |
| 1Y | +89.7% | -46.5% | +136.2% | +115.2% |
| All | +89.7% | -46.4% | +136.1% | +115.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling