-55.4%
APP vs VCIT
-0.8%
-54.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.6% | +10.1% | +9.2% |
| 7D | +4.5% | +0.4% | +4.1% | +3.3% |
| 30D | -3.6% | +2.2% | -5.8% | -8.7% |
| 3M | -35.3% | -1.8% | -33.4% | -32.2% |
| 6M | -42.8% | -1.6% | -41.2% | -40.6% |
| YTD | -59.7% | -1.7% | -57.9% | -58.4% |
| 1Y | -55.4% | -0.8% | -54.5% | -53.3% |
| All | -55.4% | -0.8% | -54.6% | -53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling