+84.9%
VUG vs APTV
-56.4%
+141.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | 0.0% |
| 7D | +0.1% | -1.2% | +1.2% | +0.3% |
| 30D | -1.7% | -10.6% | +9.0% | +0.3% |
| 3M | +2.8% | -35.0% | +37.8% | +11.2% |
| 6M | +13.6% | -38.9% | +52.5% | +23.8% |
| YTD | +8.1% | -41.5% | +49.6% | +18.4% |
| 1Y | +13.1% | -45.8% | +58.9% | +25.9% |
| All | +84.9% | -56.4% | +141.3% | +102.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling