+47.7%
APO vs VCIT
+19.8%
+27.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.7% |
| 7D | -1.1% | +0.5% | -1.5% | -1.5% |
| 30D | +1.1% | +2.1% | -0.9% | -0.6% |
| 3M | -9.2% | -1.6% | -7.7% | -8.1% |
| 6M | -9.2% | -1.6% | -7.7% | -8.2% |
| YTD | -18.0% | -1.5% | -16.5% | -17.0% |
| 1Y | -10.9% | -0.4% | -10.5% | -10.4% |
| All | +47.7% | +19.8% | +27.9% | +28.9% |
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