+22.9%
VTV vs APA
+101.6%
-78.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | -1.1% | +4.6% | -5.7% | -1.1% |
| 30D | -1.0% | +11.9% | -12.9% | -1.0% |
| 3M | +4.6% | +22.5% | -17.8% | +4.7% |
| 6M | +13.5% | +37.5% | -24.0% | +11.9% |
| YTD | +18.5% | +87.2% | -68.7% | +14.0% |
| 1Y | +22.9% | +101.4% | -78.5% | +17.7% |
| All | +22.9% | +101.6% | -78.7% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling