+76.0%
VUG vs APTV
-69.9%
+145.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | +0.3% |
| 7D | +0.1% | -1.2% | +1.2% | +0.4% |
| 30D | -1.7% | -10.6% | +9.0% | +1.5% |
| 3M | +2.8% | -35.0% | +37.8% | +15.9% |
| 6M | +13.6% | -38.9% | +52.5% | +29.3% |
| YTD | +8.1% | -41.5% | +49.6% | +23.9% |
| 1Y | +13.1% | -45.8% | +58.9% | +32.7% |
| 3Y | +87.0% | -55.7% | +142.7% | +127.6% |
| 5Y | +76.0% | -70.1% | +146.1% | +139.5% |
| All | +76.0% | -69.9% | +145.8% | +139.5% |
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 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