+234.0%
VXUS vs APTV
+194.6%
+39.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -0.3% |
| 7D | +1.0% | +4.8% | -3.8% | -0.3% |
| 30D | +2.2% | +2.0% | +0.2% | +1.5% |
| 3M | +3.0% | -34.2% | +37.2% | +14.6% |
| 6M | +10.7% | -34.7% | +45.3% | +22.2% |
| YTD | +17.8% | -37.0% | +54.8% | +30.9% |
| 1Y | +27.6% | -40.4% | +68.0% | +43.6% |
| 3Y | +73.3% | -54.1% | +127.4% | +103.1% |
| 5Y | +54.3% | -68.0% | +122.3% | +94.1% |
| 10Y | +149.8% | -15.5% | +165.3% | +107.1% |
| All | +234.0% | +194.6% | +39.4% | +50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling