+1,570.8%
APO vs VCIT
+75.8%
+1,495.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.8% |
| 3M | -9.2% | -1.6% | -7.7% | -7.8% |
| 6M | -9.2% | -1.6% | -7.7% | -7.8% |
| YTD | -18.0% | -1.5% | -16.5% | -16.7% |
| 1Y | -10.9% | -0.4% | -10.5% | -10.4% |
| 3Y | +44.4% | +19.6% | +24.9% | +22.1% |
| 5Y | +67.9% | +3.3% | +64.6% | +59.9% |
| 10Y | +876.2% | +28.9% | +847.3% | +774.1% |
| All | +1,570.8% | +75.8% | +1,495.0% | +1,201.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling