+725.0%
VTV vs APD
+1,029.8%
-304.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.7% | +0.2% |
| 7D | +0.5% | -2.2% | +2.7% | +1.6% |
| 30D | +1.1% | +2.1% | -1.0% | 0.0% |
| 3M | +5.9% | +7.2% | -1.3% | +1.7% |
| 6M | +11.6% | +11.2% | +0.4% | +4.9% |
| YTD | +19.8% | +24.4% | -4.6% | +5.9% |
| 1Y | +26.2% | +6.7% | +19.6% | +19.6% |
| 3Y | +68.5% | +9.2% | +59.2% | +51.6% |
| 5Y | +79.9% | +27.4% | +52.5% | +45.1% |
| 10Y | +229.7% | +164.8% | +64.9% | +68.7% |
| All | +725.0% | +1,029.8% | -304.8% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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