+853.3%
APO vs VCIT
+31.0%
+822.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.9% |
| 7D | +5.8% | -1.4% | +7.2% | +7.6% |
| 30D | +8.9% | +0.6% | +8.3% | +8.2% |
| 3M | -13.6% | -2.2% | -11.4% | -11.3% |
| 6M | -5.4% | -2.3% | -3.1% | -2.6% |
| YTD | -13.6% | -2.2% | -11.4% | -11.3% |
| 1Y | -2.5% | -1.4% | -1.1% | -0.8% |
| 3Y | +50.9% | +18.7% | +32.1% | +22.2% |
| 5Y | +81.4% | +3.6% | +77.8% | +73.6% |
| All | +853.3% | +31.0% | +822.3% | +824.2% |
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