+268.0%
APH vs VCIT
+3.7%
+264.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.6% | -9.5% |
| 7D | -12.7% | +0.5% | -13.2% | -13.2% |
| 30D | -19.2% | +2.1% | -21.2% | -21.0% |
| 3M | -16.7% | -1.6% | -15.1% | -15.4% |
| 6M | +5.1% | -1.6% | +6.7% | +6.9% |
| YTD | +6.6% | -1.5% | +8.1% | +8.4% |
| 1Y | +3.9% | -0.4% | +4.3% | +4.6% |
| 3Y | +246.0% | +19.6% | +226.5% | +190.7% |
| 5Y | +268.0% | +3.3% | +264.7% | +227.5% |
| All | +268.0% | +3.7% | +264.3% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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