+33.8%
VWO vs APTV
-69.3%
+103.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -1.8% | -5.0% | +3.3% | -0.7% |
| 30D | -0.1% | -6.1% | +6.0% | +1.1% |
| 3M | +2.2% | -33.0% | +35.2% | +10.7% |
| 6M | +8.8% | -35.2% | +44.0% | +17.8% |
| YTD | +12.4% | -40.1% | +52.5% | +23.5% |
| 1Y | +15.6% | -45.6% | +61.2% | +29.6% |
| 3Y | +62.5% | -54.4% | +116.9% | +85.2% |
| All | +33.8% | -69.3% | +103.1% | +59.9% |
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