-37.0%
APP vs VCIT
-0.9%
-36.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +10.0% | +10.2% |
| 7D | +71.2% | +0.1% | +71.1% | +70.8% |
| 30D | +39.1% | +1.9% | +37.2% | +32.7% |
| 3M | +16.5% | -1.4% | +18.0% | +20.9% |
| 6M | -16.6% | -2.1% | -14.4% | -12.3% |
| YTD | -41.9% | -1.6% | -40.3% | -40.2% |
| 1Y | -37.0% | -0.9% | -36.1% | -33.9% |
| All | -37.0% | -0.9% | -36.2% | -33.9% |
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 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