+55.4%
VXUS vs APTV
-69.4%
+124.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.3% | +0.7% |
| 7D | +1.6% | +2.0% | -0.4% | +1.1% |
| 30D | +1.0% | -7.7% | +8.7% | +2.7% |
| 3M | +5.7% | -34.0% | +39.7% | +15.3% |
| 6M | +13.6% | -37.1% | +50.7% | +24.5% |
| YTD | +17.4% | -39.9% | +57.3% | +29.6% |
| 1Y | +25.1% | -44.4% | +69.5% | +40.4% |
| 3Y | +75.8% | -54.5% | +130.3% | +102.5% |
| 5Y | +55.4% | -69.1% | +124.5% | +89.6% |
| All | +55.4% | -69.4% | +124.8% | +89.6% |
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 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