+895.2%
APO vs VCIT
+30.2%
+865.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.6% |
| 7D | +2.3% | +0.7% | +1.6% | +1.5% |
| 30D | +3.0% | +1.8% | +1.2% | +0.9% |
| 3M | -3.7% | -1.1% | -2.6% | -2.4% |
| 6M | -7.5% | -1.7% | -5.8% | -5.6% |
| YTD | -14.5% | -1.1% | -13.4% | -13.3% |
| 1Y | -6.2% | -0.4% | -5.8% | -5.6% |
| 3Y | +51.9% | +20.5% | +31.4% | +21.0% |
| 5Y | +76.5% | +3.8% | +72.7% | +68.7% |
| 10Y | +895.2% | +31.2% | +864.0% | +843.6% |
| All | +895.2% | +30.2% | +865.0% | +843.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling