+68.4%
VXUS vs APTV
-45.9%
+114.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | +0.5% | -4.3% | +4.8% | +1.3% |
| 30D | -2.5% | -9.7% | +7.1% | -0.9% |
| 3M | -4.6% | -20.6% | +15.9% | -1.0% |
| 6M | -2.6% | -31.7% | +29.1% | +3.0% |
| YTD | +10.4% | -48.0% | +58.4% | +22.2% |
| 1Y | +12.9% | -52.1% | +64.9% | +26.9% |
| 3Y | +68.4% | -47.9% | +116.3% | +78.0% |
| All | +68.4% | -45.9% | +114.3% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling