+228.7%
VTV vs APTV
-16.1%
+244.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -1.1% | -5.0% | +3.9% | +0.1% |
| 30D | -1.0% | -6.1% | +5.0% | +0.3% |
| 3M | +4.6% | -33.0% | +37.6% | +14.2% |
| 6M | +13.5% | -35.2% | +48.7% | +23.7% |
| YTD | +18.5% | -40.1% | +58.6% | +31.2% |
| 1Y | +22.9% | -45.6% | +68.5% | +39.1% |
| 3Y | +67.8% | -54.4% | +122.2% | +92.5% |
| 5Y | +81.8% | -68.9% | +150.7% | +123.0% |
| All | +228.7% | -16.1% | +244.8% | +210.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling