+31.2%
VCIT vs APA
+8.7%
+22.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | -1.4% | +8.5% | -10.0% | -1.5% |
| 30D | +0.6% | +2.8% | -2.2% | +0.5% |
| 3M | -2.2% | +21.7% | -23.9% | -2.4% |
| 6M | -2.3% | +32.6% | -34.9% | -2.5% |
| YTD | -2.2% | +103.7% | -105.9% | -2.8% |
| 1Y | -1.4% | +101.8% | -103.2% | -2.0% |
| 3Y | +18.7% | +48.1% | -29.3% | +18.0% |
| 5Y | +3.6% | +91.9% | -88.3% | +2.5% |
| All | +31.2% | +8.7% | +22.5% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling