+150.1%
VXUS vs APTV
-21.3%
+171.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.1% |
| 7D | +0.3% | -1.2% | +1.4% | +0.5% |
| 30D | +0.7% | -10.6% | +11.3% | +3.4% |
| 3M | +4.8% | -35.0% | +39.8% | +15.8% |
| 6M | +11.3% | -38.9% | +50.2% | +24.0% |
| YTD | +16.5% | -41.5% | +58.0% | +30.7% |
| 1Y | +24.3% | -45.8% | +70.1% | +41.9% |
| 3Y | +74.5% | -55.7% | +130.2% | +103.6% |
| 5Y | +54.3% | -70.1% | +124.4% | +93.7% |
| 10Y | +150.1% | -19.1% | +169.2% | +137.6% |
| All | +150.1% | -21.3% | +171.4% | +137.6% |
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