+839.9%
APO vs VCIT
+30.4%
+809.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.2% | -0.5% | +0.6% | +0.7% |
| 30D | +3.1% | +1.0% | +2.1% | +1.9% |
| 3M | -12.0% | -1.4% | -10.6% | -10.5% |
| 6M | -5.0% | -2.1% | -2.9% | -2.5% |
| YTD | -14.0% | -1.8% | -12.2% | -12.1% |
| 1Y | -5.9% | -1.4% | -4.6% | -4.3% |
| 3Y | +51.6% | +19.3% | +32.3% | +22.1% |
| 5Y | +80.8% | +4.1% | +76.6% | +71.9% |
| 10Y | +839.9% | +30.9% | +809.0% | +796.4% |
| All | +839.9% | +30.4% | +809.6% | +796.4% |
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 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