+1,560.5%
APH vs VCIT
+98.3%
+1,462.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.3% | -47.5% | -47.7% |
| 7D | -48.7% | -0.7% | -48.0% | -48.5% |
| 30D | -51.9% | -0.8% | -51.2% | -51.7% |
| 3M | -43.6% | -1.0% | -42.5% | -43.2% |
| 6M | -37.5% | -1.8% | -35.7% | -36.9% |
| YTD | -38.6% | -0.7% | -37.9% | -38.3% |
| 1Y | -26.3% | +1.0% | -27.3% | -26.4% |
| 3Y | +89.2% | +18.8% | +70.4% | +77.0% |
| 5Y | +119.8% | +3.5% | +116.3% | +107.9% |
| 10Y | +454.3% | +29.2% | +425.0% | +451.2% |
| All | +1,560.5% | +98.3% | +1,462.2% | +2,536.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling