+857.2%
APO vs VCIT
+28.8%
+828.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +1.0% | +1.9% | -0.9% | -1.2% |
| 3M | -8.4% | -1.4% | -7.0% | -6.8% |
| 6M | -9.1% | -2.1% | -7.0% | -6.7% |
| YTD | -18.3% | -1.6% | -16.7% | -16.7% |
| 1Y | -8.0% | -0.9% | -7.1% | -6.9% |
| 3Y | +47.1% | +20.0% | +27.1% | +17.8% |
| 5Y | +67.2% | +3.1% | +64.0% | +60.9% |
| All | +857.2% | +28.8% | +828.4% | +798.0% |
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