+860.4%
VUG vs APTV
+138.1%
+722.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +2.5% | -1.7% | +4.3% | +3.0% |
| 30D | -6.3% | -11.6% | +5.3% | -3.0% |
| 3M | -6.0% | -21.2% | +15.2% | +0.4% |
| 6M | -3.5% | -28.5% | +25.0% | +4.4% |
| YTD | +3.9% | -49.1% | +53.0% | +23.5% |
| 1Y | +5.1% | -52.2% | +57.3% | +27.2% |
| 3Y | +77.9% | -48.6% | +126.5% | +102.5% |
| 5Y | +62.4% | -77.3% | +139.7% | +131.2% |
| 10Y | +399.4% | -26.9% | +426.3% | +354.2% |
| All | +860.4% | +138.1% | +722.3% | +452.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling