+20.0%
VCIT vs APA
+24.2%
-4.2%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.8% | -0.1% |
| 7D | +0.1% | -15.5% | +15.6% | 0.0% |
| 30D | +1.9% | +2.4% | -0.5% | +1.9% |
| 3M | -1.4% | +22.8% | -24.2% | -1.3% |
| 6M | -2.1% | +17.9% | -20.1% | -2.0% |
| YTD | -1.6% | +87.7% | -89.3% | -1.8% |
| 1Y | -0.9% | +94.2% | -95.1% | -1.1% |
| 3Y | +20.0% | +27.2% | -7.2% | +19.7% |
| All | +20.0% | +24.2% | -4.2% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling