+3,295.3%
APH vs VCIT
+96.2%
+3,199.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.6% | -6.8% | -6.4% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | -9.5% | +2.2% | -11.6% | -10.4% |
| 3M | -7.6% | -1.8% | -5.8% | -6.9% |
| 6M | +12.4% | -1.6% | +14.0% | +13.3% |
| YTD | +17.5% | -1.7% | +19.3% | +18.6% |
| 1Y | +16.4% | -0.8% | +17.2% | +17.0% |
| 3Y | +281.6% | +19.3% | +262.3% | +256.3% |
| 5Y | +317.7% | +3.5% | +314.2% | +296.0% |
| 10Y | +967.8% | +28.6% | +939.2% | +968.9% |
| All | +3,295.3% | +96.2% | +3,199.1% | +5,308.6% |
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