+66.4%
VUG vs APTV
-77.2%
+143.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -1.1% | -8.9% | +7.8% | +1.7% |
| 30D | -7.0% | -9.5% | +2.5% | -4.4% |
| 3M | -3.7% | -20.6% | +16.9% | +2.7% |
| 6M | -1.6% | -28.9% | +27.3% | +6.6% |
| YTD | +5.1% | -48.2% | +53.4% | +24.8% |
| 1Y | +3.8% | -51.7% | +55.5% | +26.0% |
| 3Y | +79.9% | -48.1% | +128.0% | +102.5% |
| 5Y | +66.4% | -76.7% | +143.1% | +149.2% |
| All | +66.4% | -77.2% | +143.6% | +149.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling