+147.1%
VXUS vs APTV
-26.5%
+173.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -0.5% | -8.9% | +8.4% | +1.8% |
| 30D | -1.2% | -9.5% | +8.3% | +1.2% |
| 3M | -3.8% | -20.6% | +16.7% | +1.5% |
| 6M | -1.7% | -28.9% | +27.2% | +5.5% |
| YTD | +11.4% | -48.2% | +59.6% | +28.6% |
| 1Y | +13.3% | -51.7% | +65.0% | +33.1% |
| 3Y | +70.0% | -48.1% | +118.1% | +89.5% |
| 5Y | +48.1% | -76.7% | +124.8% | +98.5% |
| 10Y | +147.1% | -25.6% | +172.7% | +143.0% |
| All | +147.1% | -26.5% | +173.6% | +143.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling