+907.5%
VUG vs APTV
+194.6%
+712.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.5% | -1.4% |
| 7D | -0.1% | +4.8% | -4.9% | -1.5% |
| 30D | -0.3% | +2.0% | -2.3% | -1.1% |
| 3M | -0.7% | -34.2% | +33.6% | +11.4% |
| 6M | +14.6% | -34.7% | +49.3% | +27.5% |
| YTD | +9.0% | -37.0% | +46.0% | +22.0% |
| 1Y | +14.9% | -40.4% | +55.3% | +30.4% |
| 3Y | +86.0% | -54.1% | +140.2% | +120.7% |
| 5Y | +76.7% | -68.0% | +144.7% | +127.6% |
| 10Y | +411.3% | -15.5% | +426.8% | +347.1% |
| All | +907.5% | +194.6% | +712.9% | +445.7% |
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