+51.9%
APO vs VCIT
+19.1%
+32.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.6% |
| 7D | +2.3% | +0.7% | +1.6% | +1.7% |
| 30D | +3.0% | +1.8% | +1.2% | +1.5% |
| 3M | -3.7% | -1.6% | -2.2% | -2.6% |
| 6M | -7.5% | -2.1% | -5.4% | -6.1% |
| YTD | -14.5% | -1.6% | -12.9% | -13.5% |
| 1Y | -6.2% | -0.8% | -5.4% | -5.5% |
| 3Y | +51.9% | +19.9% | +32.0% | +35.7% |
| All | +51.9% | +19.1% | +32.8% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling