+228.7%
VTV vs APA
-2.4%
+231.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | -1.1% | +4.6% | -5.7% | -1.7% |
| 30D | -1.0% | +11.9% | -12.9% | -2.7% |
| 3M | +4.6% | +22.5% | -17.8% | +1.2% |
| 6M | +13.5% | +37.5% | -24.0% | +7.2% |
| YTD | +18.5% | +87.2% | -68.7% | +6.5% |
| 1Y | +22.9% | +101.4% | -78.5% | +8.8% |
| 3Y | +67.8% | +16.9% | +50.9% | +57.1% |
| 5Y | +81.8% | +178.4% | -96.6% | +44.5% |
| All | +228.7% | -2.4% | +231.1% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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